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Here's the relevant CA Probate Code, but you should have a good probate attorney advise you on the correct reporting format. Attorneys have books with standardized forms that comply with legal requirements. Bottom line: don't do this alone.
16063. (a) An account furnished pursuant to...
What is the name of your state?What is the name of your state? California
I am a beneficiary in a living trust that has begun administration 4 months ago. Even though this trust has not completed administration, I am considering writing a will that would grant my inheritance to a loved one in...
Get the trust documents
In CA, Probate Code 16061.7 states that you are entitled, upon reasonable request to the trustee, to receive from the trustee a true and complete copy of the terms of the trust.
You also have the right to be given a full accounting of the estate upon reasonable request...
Nolo Press
Try this book: The Executor's Guide: Settling a Loved One's Estate or Trust by Nolo Press.
www.nolo.com
Nolo Press is a good outfit founded by a former legal aid attorney who was fed up that regular people had to pay a lot of money for simple legal tasks they can do themselves...
Contest of Trust in CA
I'm in CA as well. I am not an attorney but I am involved in a trust administration and I am speaking from my experiences.
Here is an excerpt of the CA Probate Code regarding contest of the trust:
"16061.8. No person upon whom the notification by the trustee is...
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