Camarillo, CA asked in Estate Planning and Probate for California

Q: This is re: Trust distribution as a benificiary do I have the right to ask for an audit/Acctg of everything?

Such as final trust asset amounts? all existing accounts? payments made? Where monies went? If so when do I request that? And if I feel that there is something missing or not accounted for what would my next step be. Thank you in advance.

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1 Lawyer Answer
Stefan Dunkelgrun
Stefan Dunkelgrun
  • Estate Planning Lawyer
  • Grand Forks, ND

A: yes, you do have that right. You may request an accounting at any time, but depending on the terms of the trust, you may be limited as to how often you may request an accounting. If you do not receive an accounting, or if you feel something is missing or unaccounted for, you should contact an attorney.

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