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What is the purpose of the document 'Demand for Accounting from a Fiduciary'?

The document serves as a formal request for a fiduciary to provide an accounting of their management of assets or transactions related to a trust or estate.

Who can use this document?

This document can be used by individuals who have a legal interest in the trust or estate managed by the fiduciary, such as beneficiaries or heirs.

What information do I need to fill out in this document?

You will need to provide the name and address of the fiduciary, your name and status, the address where you want the accounting sent, and a description of the transaction related to the demand.

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Is there a deadline for submitting this demand?

Yes, you must specify a date by which you expect the fiduciary to render the accounting in the document.

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Can a beneficiary of a trust demand an accounting?

Upon court motion: Beneficiaries can petition the court for a formal accounting; if the court grants the petition, the executor must provide one.

What happens if a trustee does not provide accounting?

If the accounting is not provided in the proper form as required by the law, then after sixty days the beneficiary can file a probate court petition to seek a court order requiring the trustee to prepare the proper accounting and can request reimbursement for the fees and costs they incur in bringing the petition.

How do you compel an accounting from a reluctant trustee?

If you can provide evidence in your court petition that the trustee is refusing to give accounting, and thus, has committed a breach of trust, the court is likely to grant your petition to compel the trustee to produce an accounting. In the petition, you can also seek reimbursement of your attorney fees and costs.

How do I ask for an accounting of a trust?

The first step is determining your specific reasons for seeking a trust accounting. Determine Your Reasons for Requesting Information. Make a Request for a Trust Accounting in Writing. File a Formal Petition with the Court to Compel the Trustee to Account.

What does it mean to demand an accounting?

(2) Request for an accounting means a record authenticated by a debtor requesting that the recipient provide an accounting of the unpaid obligations secured by collateral and reasonably identifying the transaction or relationship that is the subject of the request.

Demand for Accounting from a Fiduciary 2025

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What is the purpose of the document 'Demand for Accounting from a Fiduciary'?

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Can a beneficiary of a trust demand an accounting?

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