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Sample letter to trustee requesting accounting

Demand for Accounting from a Fiduciary 2025

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The document is a formal demand for accounting directed to a fiduciary, requesting a detailed report on specific transactions related to the administration of a probate estate or trust. It includes spaces for the names, addresses, and dates relevant to the parties involved.

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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.

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What is the purpose of a fiduciary accounting?

A fiduciary may decide to produce an accounting to assist with the administration of the trust or estate, manage risk or be released from liability if the beneficiaries wont sign a receipt, release and refunding agreement (or a version thereof) after the fiduciarys term ends.

How do you demand an accounting of a trust?

If they fail to do so and havent provided an accounting in the prior 6 months, beneficiaries can file a Petition for an Accounting of trust assets under California Probate Code Section 17200(b)(6)(c). This petition essentially requests the court to enforce the trustees obligation to provide an accounting.

Demand for Accounting from a Fiduciary 2025

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Can a beneficiary of a trust demand an accounting?

What happens if a trustee does not provide accounting?

How do you compel an accounting from a reluctant trustee?

How do I ask for an accounting of a trust?

What does it mean to demand an accounting?

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What is the purpose of a fiduciary accounting?

How do you demand an accounting of a trust?

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