Executors Duty
Under California probate law, the executor of the decedent’s estate has a fiduciary duty requiring him or her to act with integrity, disclose all information to the beneficiaries, act in fairness and with diligence, manage the estate with caution, and deal with all beneficiaries equally.
Accounting Contest: Trustees Must Act Reasonably After an Account Objection
When a trustee prepares a trust accounting, beneficiaries can contest the information contained. If the trustee reacts unreasonably, he may face penalties.
What to Include in a Petition for Court Oversight of a Trust
When petitioning the court for an oversight of a trust, you need to include certain information in your petition. Learn more here.
Trustee of parents trust won’t give me any information
If the trustee of a family member’s trust won’t give you any information, send a written request to them. The trustee is obligated to provide each beneficiary with information.
When Appraisals Are Used During Estate Administration
During an estate administration, you may need appraisals for some or all of the estate property. It is important to know when an appraisal is necessary.