Accountings

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.