Trust Accounting Concerns Addressed

Summary

When dealing with trust accounting issues, its important to communicate clearly and request necessary documentation, such as a bill of sale for sold assets. Emphasize the importance of transparency and timely communication in trust administration. If there are serious allegations regarding your conduct, consider addressing these directly and seek legal advice if needed. Consulting with an estate planning attorney can provide guidance tailored to your situation.

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I could use your help reviewing an email I would like to send to the attorney overseeing my late fathers trust of which my sibling is the trustee. They recently filed an accounting that does not account for all assets, and their responses to petitions I made over the summer for an accounting and to remove the trustee contain some very serious allegations regarding my perceived conduct over the past two years. Attaching below
Hi ****, I'd be happy to help with your email. Before I can provide guidance, could you let me know if you have any specific concerns or points you want to address in your email to the attorney? This will help me tailor my advice to your needs.
Part *: Thank you for your recent submission of the accounting for my father's trust. I truly appreciate your efforts, though I would like to address a few concerns. Truck Sale Firstly, I see that the truck was sold, which is great news. However, I was not provided with any notification that this had happened, nor was I provided with a bill of sale when it did. Can you kindly provide me with this information, showing who the truck was sold to, for what amount, and on what day?
Hi ****, your email is detailed and well-structured. Here are a few pointers for additional clarity and effectiveness:
*. Clearly state the need for timely communication and documentation.
*. Emphasize the importance of transparency in trust administration.
*. Request a timeline for the responses.
Feel free to ask if you have more questions or need further assistance!