As a beneficiary, you have the right to receive an accounting from the trustee. A trustee has the duty to keep beneficiaries reasonably informed about the trust, so you should not be afraid to request one. And, if you start to see suspicious activity or you believe that the trustee is acting improperly, you should get us involved as quickly as possible. The longer a trustee is allowed to act negligently or intentionally against the best interests of the beneficiaries, the more likely damage will be done to the trust assets.
If you have questions regarding your rights as a beneficiary or the whether the actions of a trustee are proper, contact The Legacy Lawyers. To set your appointment right away, please call us at: (714) 963-7543. You will not get the typical law firm feel from our office. We are different. Our systems are designed to save you time, to save you money, and to put you in control. We want to be your attorneys for life.