Beneficiary Rights

The California Probate Code provides trust and estate beneficiaries with many rights and opportunities to assert their rights in court against the Trustee of a Trust, or Executor of a Will. The most fundamental entitlement of trust or estate beneficiaries are that of Accounting and Information (which includes being provided with a copy of the Will, or the Trust and its Amendments, of the Assets comprising the Estate/Trust and their values, and of the Estate/Trust debts and liabilities). A beneficiary can file a Petition in court to bring the Trustee in front of the Judge and compel information, accounting and explanation for the Trustee’s actions (or lack thereof). A beneficiary has the right to hold a Trustee accountable in court for breach of any of the Trustee’s many Duties, or have them removed and replaced to ensure the Testator’s testamentary intent is followed through, and the administration process is timely carried out.

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