Sample Letter To Trustee Requesting Accounting
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FAQ
Here are some things to consider when drafting a letter to your executor or trustee. Your thoughts about wealth. ... Describe key players in the family. ... What matters to you? ... Give your trustee the power to make decisions, even when that means saying no.
Address it to ?The Trustee of??. No need for the person's name. If you know the person's name you can start your letter with his or her name, being as formal as you think it's appropriate, or the old favourite, ?dear Sir or Madam".
A written accounting request must be submitted either by yourself or your lawyer. Upon receiving your written accounting request, the trustee has sixty days to provide it.
Next Steps If a Trustee Refuses Accounting Duties Your trust and probate attorney files a petition to compel the trustee to carry out their accounting duties. The court issues a citation to your trustee mandating them to appear in court on a specified hearing date.
Beneficiaries can ask the trustee for financial records and/or an informal accounting. It is best to communicate with the trustee in writing. In the context of trust accountings, an ?informal? accounting simply means a basic financial statement listing values of trust assets and liabilities, which is not court-ordered.
