Trust Accountings

 

       At the end of the administration of the trust, a trustee must account for the assets, liabilities, and any actions taken by the trustee while managing and administering the trust. If the trustee fails or refuses to provide the beneficiaries with such an accounting, the beneficiaries can petition the court for an order forcing the trustee to file an accounting with the court for approval.

      The trustee’s accounting is held to very high standards.  This is a job that is not to be taken lightly and almost requires legal assistance.  If you are a beneficiary of a trust and you want to see what actions the trustee has taken, call the Kelly Law Firm to discover what your rights are as a beneficiary.  If you are a trustee and a beneficiary has demanded an accounting from you, call the Kelly Law to ensure that everything is handled with care and you have no personal liability.

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Attorney Paul Kelly at the Kelly Law Firm, Law Offices of Paul Kelly represents clients, trustees, beneficiaries, and injured persons throughout cities and counties in California, including Leisure World in Seal Beach, Los Angeles and Los Angeles County, San Diego, Seal Beach, Long Beach, Bixby Knolls Long Beach, California Heights Long Beach, Belmont Shore Long Beach, Los Cerritos Long Beach, Virginia Country Club Long Beach, Eldorado Park, Wrigley Long Beach, Huntington Beach, Irvine, Fontana, Moreno Valley, Santa Clarita, Oceanside, Garden Grove, Ontario, Rancho Cucamonga, Pomona, Santa Rosa, Salinas, Torrance, Hayward, Pasadena, West Covina, Norwalk, Burbank, Ventura, Roseville, Victorville, Rialto, Mission Viejo, Temecula, Murrieta, El Cajon, Santa Monica, Newport Beach, Chino, Baldwin Park, Corona, Palmdale, Lancaster, Escondido, Orange, Fullerton, Elk Grove, Sunnyvale, Thousand Oaks, El Monte, Simi Valley, Concord, Inglewood, Santa Clara, Costa Mesa, Downey, Chino Hills, Lake Forest, Apple Valley,Santa Ana, Anaheim, Riverside, Stockton, Glendale, San Bernardino, Etiwanda, Redlands, Loma Linda, Yucaipa, Highland, Woodland Hills, Venice Beach, Laguna Hills, Beverly Hills, San Bernardino County, Riverside county, Orange County, and Los Angles County. The Kelly Law Firm specialize in civil litigation, employment litigation, personal injury, will contests, trust contests, trusts and estates litigation, probate administration, estate planning living trust, last wills, representing abused beneficiaries of trusts and wills, representing administrators and executors and administrators with will annexed, trust accounting, and elder financial abuse and conservatorships and conservator law.

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