Understanding Your Beneficiary Rights

Contact Our Los Angeles Trust Administration Attorney Today

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).

The Law Offices of Maria N. Jonsson 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.

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.

If you need assistance with this process, reach out to the legal team at the Law Offices of Maria N. Jonsson. Our trust administration lawyer in Los Angeles 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.