Lake Arrowhead, CA asked in Estate Planning for California

Q: My sister has POA and is trustee to my mother's trust. She is incompetent. I want an acounting of the trust.

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2 Lawyer Answers

Scott Jordan

Answered
  • Estate Planning Lawyer
  • San Ramon, CA
  • Licensed in California

A: If she does not voluntarily provide an accounting, you will need to petition the court for an order of accounting. If she is also incompetent, you can challenge her status as trustee and try to have her removed.

Zaher Fallahi

Answered
  • Estate Planning Lawyer
  • Los Angeles, CA
  • Licensed in California

A: If she is incompetent, then should not be a POA or a trustee. She mus be removed. I agree with Mr. Jordan. Good luck

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