Q: Is it a law in California that the executor of a trust must account for a beneficiaries portion to said beneficiary?
if my aunt is executor of my mom's will, does she have to account for my portion of the trust, or money when i ask for it? is it the law?
A: Absent a written waiver of theIr right to a formal account, all beneficiaries entitled to either income and/or principal of an estate are entitled to a formal account prior to distribution.
Nina Whitehurst agrees with this answer
A: For a trust, a trustee is required to do a full accounting for all beneficiaries. However, this is usually not due until 1 year after date of death. There are other things that can be provided by reasonable request by a beneficiary.
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