How long does my sister, my trustee, have to give me an accounting after my father’s death?
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How long does my sister, my trustee, have to give me an accounting after my father’s death?
What’s the timeframe I have to contest it?
Asked on June 30, 2015 under Estate Planning, California
Answers:
M.T.G., Member, New York Bar / FreeAdvice Contributing Attorney
Answered 8 years ago | Contributor
It is unclear if the code in California states a specific time frame but a Trustee is supposed to provide beneficiaries with an accounting yearly. You can request an accounting at any time as a beneficiary and if withheld, it is considered a breach of fiduciary duty. You should object to anything you deem suspicious or as going against the terms of the trust as fast as possible. Good luck.
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