How to get an accounting of a Trust/Will?

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How to get an accounting of a Trust/Will?

My father and mother had a living trust; both are now deceased. My father passed away 3 years ago and my brother was named executor. My parents lived in CA as does my brother; I live in NC. I know what was involved (property plus money – $280,000). Since my father passed, I haven’t had an accounting of the money or property. I don’t want to cause problems but I’d like to do my own Will and would like to know what to include. How can I approach this without causing problems? I am 1 of 3 surviving children.

Asked on September 12, 2011 under Estate Planning, North Carolina

Answers:

M.T.G., Member, New York Bar / FreeAdvice Contributing Attorney

Answered 10 years ago | Contributor

I am so sorry for your loss.  Being so far away is difficult.  If you were in California all you would have to do is to go down to the probate court and take a look at the file to see what the progress is and then if you had questions to ask your brother.  But being so far away you would have to hire someone to take a look and let you know what is going on. But really the best thing for you to do is to just ask your brother.  Let him know that you are doing some estate planning yourself and you need to know what to expect from your parents estate.  If you want to push the issue you could ask for a formal accounting but that may cause a bit of hard feelings.  Good luck. 


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