An executor or trustee’s duty to account and to report financial information is governed by the California Probate Code, and the provisions of the trust instrument or will that pertain to accounting and reporting of information.

The trustee or executor has a duty to keep all beneficiaries reasonably informed. This requires that the trustee communicate information that is reasonably necessary to enable the beneficiary to enforce the beneficiary's rights under the trust or to prevent a breach of trust.

Generally, any beneficiary has a right to obtain financial and other information concerning the trust or will on reasonable request to the trustee, except to the extent that a trust instrument waives a report or is revocable.

Trust litigation and probate litigation are conducted within the Probate Division of the Superior Court or Circuit Court of local jurisdiction.  The Probate Division for Santa Clara County Superior Court is located at 191 N. First Street, San Jose, CA. 

The Law Offices of Dawson G. Crawford can assist you with financial accountings in estates, trusts, or probate, in either Santa Clara County Superior Court, San Francisco County Superior Court, Hawaii’s Fifth Circuit Court (Kauai), or other Superior and Circuit Courts within California or Hawaii.


Other Articles


Creditor’s Claims

Conservatorship Litigation


Life Insurance Disputes

Will Contests

Trust Contests




Breach of Trust

Trustee/Executor Representation

Living Trusts


Powers of Attorney

Life Insurance Trusts

No Contest Clauses


Oral or Written Agreements
to Make a Will or Trust

Santa Clara County Trust Litigation
and Probate Litigation

San Francisco County Trust Litigation
and Probate Litigation

Trust and Probate Matters in Hawaii’s
Fifth Circuit Court (Kauai)


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