QUESTION
How long do we wait to file a petition to compel an accounting with court? Parent set up a trust and passed away 8 months ago. Trustee elusive
Asked on May 08th, 2018 on Trusts and Estates - California
More details to this question:
Trustee has not provided list of assets, value of estate. We did, after sending a demand letter, receive some bank statements, and a few pages of a brokerage account (incomplete with only 5 pages of 10 page statement). When is best time frame to file a petition to compel an accounting?
1 ANSWER
Estate Litigation Attorney serving Redlands, CA
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Price Law Firm, APC
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A petition to compel an accounting can be filed 60 days after written demand by a beneficiary to the trustee for an accounting.
Answered on May 08th, 2018 at 7:28 PM