Camarillo, CA asked in Estate Planning and Probate for California

Q: Before final distribution is made can I as a benificiary request an audit/Accounting of the trust?

If so, what exactly can I request?

Payments made, all account totals, total assets? If I feel it is not accurate or something is not adding up , what can I do? Thank you in advance.

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1 Lawyer Answer
Genene N. Dunn
PREMIUM
Genene N. Dunn
Answered
  • Estate Planning Lawyer
  • Tustin, CA
  • Licensed in California

A: Yes. If you are a beneficiary of an irrevocable trust you have the right to a full accounting which should show you the starting value of all assets, all transactions that occurred during administration, and the ending balance left to distribute.

Stefan Dunkelgrun agrees with this answer

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