Attorneys Annual Statement on Trust Accounts 2025

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In the trust administration world, the trustee must prepare each of these financial reports, typically for each calendar year.
Yes. Not only do you have a right to see these statements, but you have the right to demand them, and a trustee must provide you with this information when you request it. If they refuse to do so, trust litigation often follows.
A statement of the assets and liabilities of the trust as of the end of the last complete fiscal year of the trust or as of the end of the period covered by the accounting.
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