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Questions Answered by Alice A Salvo
2 Answers | Asked in Estate Planning, Elder Law and Probate for California on
Q: My brother, the trustee, gave us each a check and refused to hand over any sort of reporting. Is this legal?

My father passed in sept, there are 3 of us, and the trustee wants to keep details to himself.

Alice A Salvo
Alice A Salvo
answered on Mar 3, 2017

Your brother cannot just give you a check. He must send you a formal accounting. You should consult an attorney before cashing the check. The appropriate attorney will send your brother a demand letter demanding an accounting. If your brother does not comply, then the attorney may go to court to... View More

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