Stress-Free Estate Planning Conflict-Free Trust Administration

Do Trust Beneficiaries Have Any Rights?

Learn About The Rights of Beneficiaries in California

Yes, trust beneficiaries have rights. The California probate code provides trust and estate beneficiaries with many rights, as well as many 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 is 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.

What If a Trustee Does Not Uphold His or Her Duties to a Beneficiary?

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. A beneficiary also has the right to have a trustee removed and replaced in order to ensure the testator’s testamentary intent is followed through and the administration process is timely carried out.

Call a Trust Administration Lawyer Today at (310) 935-0706

The Law Offices of Maria N. Jonsson, PC provides comprehensive estate planning and trust administration services for clients in Marina del Rey, Venice, and the surrounding areas. Our Los Angeles trust administration attorney can help you understand your rights as a beneficiary, as well as how to assert those rights if needed. Our trust administration lawyer has more than 15 years of experience and can help you fully understand your rights. We work to find personalized solutions for clients dealing with all types of family dynamics and complex trust administration issues. We are proud to offer efficient and cost-effective estate planning services for all our clients.

Call (310) 935-0706 today to schedule your consultation.

  • We Work as Part of
    a Larger Team

    We work with our clients' financial planner, CPA, realtor, and insurance broker to implement a well-rounded and thorough legal plan for wealth preservation and inheritance transfer.

  • Strategic Planning &
    Attention to Detail

    We carefully look at each factor that affects the execution of an estate plan – from the perspective of minimizing and eliminating reassessment of property taxes to avoiding post-death conflicts.

  • Mediator by Training & Peacemaker by Heart

    We believe that an estate plan should leave behind not only property, but most importantly – harmony, rather than tear families apart with poorly drafted or ambiguous and confusing term