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Request the Accounting: Beneficiaries have the right to request an accounting from the executor or trustee. Legal Action: If the executor still refuses to provide the accounting, beneficiaries can petition the court to compel the executor.

As an executor, you must provide a formal accounting at least once a year, but beneficiaries can request an informal probate accounting in California at any time. When they do, you must produce it. Because of this, maintaining thorough and accurate records of the estate's finances is crucial.

Under California Probate Code §16062, trustees must account to each beneficiary at least annually, at the termination of the trust, and upon a change of trustee. Trustees must also provide an accounting within 60 days if a trust beneficiary demands an accounting in writing.

(a) Unless notice has already been given under this section, a personal representative upon his appointment must publish a notice to creditors once a week for three successive weeks in a newspaper of general circulation in the county announcing his appointment and address and notifying creditors of the estate to ...

Rule 4: Administratively closing an estate by Court order. Special Administrator: A person that takes the place of a personal representative to handle the estate. Testate: When someone dies with a valid Will before death.

In South Carolina, probate for small estates is required. A small estate is considered to be an estate that is valued at $25,000 or less in assets and no real property. If those two conditions are met for a small estate, a case will have to be filed with the probate court.

In South Carolina, you can make a living trust to avoid probate for virtually any asset you own—real estate, bank accounts, vehicles, and so on. You need to create a trust document (it's similar to a will), naming someone to take over as trustee after your death (called a successor trustee).

Here are some examples of assets that typically go through the probate process in South Carolina: Real estate property held solely in the deceased's name. Bank accounts held solely in the deceased's name. Financial investments (stocks, bonds, etc.)

Filing a will in court kicks off the probate process. Some people, however, never create a will. When they die, their estate still goes through probate, even if no will is filed. Below, our Aiken, SC will and probate attorney reviews what happens when someone dies without a will.