Trust Distribution Legal Steps

Summary

Beneficiaries in Tennessee have the right to request an accounting from trustees. If trustees do not comply, beneficiaries can file a petition in chancery court to compel an accounting or distribution of assets. Consider hiring a new attorney specializing in trust and estate disputes for guidance. Contact the Tennessee Bar Association for lawyer referrals.

Full Conversation

My father passed away, and his share of the trust should have been distributed to me to me and my sister, but the trustees have never provided a proper accounting or released our portion.
I'm sorry to hear about your situation. In Tennessee, beneficiaries have the right to request an accounting from trustees. This includes:
- A list of trust assets
- Liabilities and distributions
- Trust income and expenses
Have you formally requested an accounting from the trustees?
Yes, in *
Have the trustees responded to your request for an accounting? If not, or if their response was unsatisfactory, you might consider contacting an attorney to explore your options, including possible legal action. Would you like to be connected with local lawyers who can assist with your case?
I did have a lawyer for that.
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It sounds like you've already taken steps by involving a lawyer. Since you've addressed the issue with legal assistance, it's crucial to follow your lawyer's guidance on the next steps. If you have further questions or need another perspective, feel free to ask!
I no longer have legal representation.
Case Rating: *
It seems like a complex trust dispute. Here are a few options you can consider:
- Re-request an accounting from the trustees.
- File a petition in court for a formal accounting.
- Consider hiring a new attorney to represent your interests.
Do you have any specific questions on how to proceed?
How do enforce my rights and compel the trustees to comply?
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In Tennessee, here are some steps to enforce your rights as a beneficiary:
- Re-request Accounting: Send a written request to the trustees for an accounting.
- Petition Court: File a petition in probate court to compel the trustees to provide an accounting or distribute assets.
- Legal Representation: Consider hiring a new attorney to help enforce your rights.
It's advisable to consult with a lawyer to ensure your rights are protected.
It's in chancery court. I apparently don't know how to go about obtaining a lawyer.
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****, dealing with a trust dispute in chancery court can be challenging. Here are a few steps to help you find a lawyer:
- Research: Look for attorneys specializing in trust and estate disputes in Tennessee.
- Consultations: Schedule initial consultations to discuss your case.
- Local Bar Association: Contact the Tennessee Bar Association for referrals.
If you have any further questions or need more guidance, feel free to ask!