Trust Beneficiaries Right To Information
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FAQ
There is no way the trustee can refuse to provide you with accounting information or financial information. They can also speak with you. Nevertheless, many beneficiaries are struggling with these horror stories.
To leave property to your living trust, name your trust as beneficiary for that property, using the trustee's name and the name of the trust. For example: John Doe as trustee of the John Doe Living Trust, dated January 1, 20xx.
Generally speaking, California law states that beneficiaries have a right to information and accounting regarding the trust. More specifically, beneficiaries have a right to information regarding all changes made to the trust promptly, and they have a right to know the plan to administer and distribute the estate.
As a beneficiary you are entitled to information regarding the trust assets and the status of the trust administration from the trustee. You are entitled to bank statements, receipts, invoices and any other information related to the trust.
If a beneficiary requests access to financial institution statements and the executor refuses to provide them, the beneficiary can take legal action. They can follow the court for an order compelling the executor to reveal the requested information.