Brentwood, CA asked in Probate for California

Q: Working with fiduciary for probate. Am I legally able to choose my own CPA or forced to use his?

PLEASE I need your help: Mom passed 4 months ago; located in California; hired a lawyer and now working with our fiduciary. The fiduciary is choosing to use his CPA at $250/hr. I want to use my Mom's CPA who's worked with her for the past 30 years @ $75/hr. Are we legally as the beneficiaries (me and my two brothers) able to choose our own?

Related Topics:
1 Lawyer Answer
Barry L. Adams
Barry L. Adams
  • Probate Lawyer
  • Huntington Beach, CA
  • Licensed in California

A: Unfortunately, the fiduciary has the legal authority to choose to work with the fiduciary of their own choosing. However, I have never heard of a CPA only charging $75 per hour. Most CPA's charge a flat fee for filing tax returns rather than charge on an hourly rate.

Justia Ask a Lawyer is a forum for consumers to get answers to basic legal questions. Any information sent through Justia Ask a Lawyer is not secure and is done so on a non-confidential basis only.

The use of this website to ask questions or receive answers does not create an attorney–client relationship between you and Justia, or between you and any attorney who receives your information or responds to your questions, nor is it intended to create such a relationship. Additionally, no responses on this forum constitute legal advice, which must be tailored to the specific circumstances of each case. You should not act upon information provided in Justia Ask a Lawyer without seeking professional counsel from an attorney admitted or authorized to practice in your jurisdiction. Justia assumes no responsibility to any person who relies on information contained on or received through this site and disclaims all liability in respect to such information.

Justia cannot guarantee that the information on this website (including any legal information provided by an attorney through this service) is accurate, complete, or up-to-date. While we intend to make every attempt to keep the information on this site current, the owners of and contributors to this site make no claims, promises or guarantees about the accuracy, completeness or adequacy of the information contained in or linked to from this site.