Living Trust Beneficiary Rights

Summary

Beneficiaries in California should receive notification of the successor trustees appointment, a copy of the trust within 60 days, and detailed asset statements. Annual accountings should detail income, expenses, and distributions. If there are delays or communication issues, consider consulting a probate attorney. Initial consultations are often free, providing advice without commitment. If previous referrals were unsatisfactory, try the California State Bar Association Lawyer Referral Services.

Full Conversation

the delays have prolonged the situation for near 5 months. as i receive no specific details i have only casual notes and comments. e.g. the taxes for 10 years were incorrect and must be revised and resubmitted to the irs. the statement of assets is only vaguely explained. there has been no specific mention of the delays in the timeline. so far the only reference o that is a * mo - * mo process.
It seems like there are significant delays and lack of communication.
- The trustee should provide regular updates.
- The tax issues need to be addressed promptly.
- The statement of assets should be detailed.
Have you considered contacting a probate attorney to ensure your rights are protected?
yes. however i am totally inexperienced with these services and am reluctant to spend the money hastily. is it appropriate?
It's understandable to be cautious about spending money on legal services. Here are some key points to consider:
- A probate attorney can expedite the process and ensure your rights are protected.
- They can also provide detailed explanations and regular updates.
- Initial consultations are often free, so you can get advice without commitment.
Would you like information on finding a probate attorney in your area?
absolutely welcome input. living in *.

San Diego County Bar Association Lawyer Referral Service


Phone: (*) *-*
Website: www.sdcba.org

It's a good idea to consult with a probate attorney for guidance. They can help ensure your rights are protected and the process is handled efficiently. Would you like more details on what to expect during the probate process?
tried that. not credible.
It seems like you're dealing with some delays and lack of communication concerning your father's living trust. Here are a few things you should consider:
- Request Regular Updates: The trustee is legally required to provide regular updates and detailed information about the trust assets.
- Accountings: You should receive annual accountings that detail income, expenses, and distributions.
- Tax Issues: These should be addressed promptly as they can significantly impact the trust.
Given your situation, seeking a probate attorney could provide clarity and expedite the process. If you found the previous referral not credible, you might consider checking other resources:

California State Bar Association Lawyer Referral Services


Phone: (*) *-*
Website: www.calbar.ca.gov

Would you like assistance with any other legal questions or need more details on the probate process?
i'll google that.
It sounds like you're experiencing delays and communication issues regarding your father's living trust. Here are the steps you should expect:
- Notification of the successor trustee's appointment.
- A copy of the trust instrument within 60 days of the trustee's appointment.
- A detailed statement of assets.
- Annual accountings detailing income, expenses, and distributions.
For additional help, consider contacting the California State Bar Association Lawyer Referral Services at (*) *-* or visiting www.calbar.ca.gov.
Do you have any other legal questions or need further guidance on the probate process?