Charity Trust Contestation Timeline

Summary

In California, charities have 120 days to contest a trust after receiving notice. If they fail to act within this period, they are generally barred from contesting the trust later. However, if the executor has passed away and records are unclear, a charity may request an audit to determine entitlement to funds. Despite the time elapsed, the charitys ability to pursue this may be limited. Consulting a California trust attorney is advisable for specific guidance.

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If seven years later the executor of the trust passed away and paperwork regarding regarding how the funds were distributed by the Trustee to the heirs of the decease's assets is lost and cannot be found or is unclear could the Charity request an audit to see if it was entitled to any funds.
In California, a charity may request an audit or accounting if they believe they are entitled to funds from a trust, even after several years. However, given the elapsed time and previous lack of action, the charity's ability to successfully pursue this may be limited. Consulting a trust attorney is recommended for guidance specific to the charity's situation.
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