Thank you for your patience as I researched these questions and prepared a response.
A trustee is not entitled to change an heir's percentage of interest; rather the trustee must comply with the terms of the trust.
Any expenses need to be submitted to the trustee; the trustee will then review them and reimburse if authorized (funeral expenses are typically authorized).
Can you clarify CCP benefit - I'm not sure of that abbreviation.
If the trust document does not specify compensation, then the following statute applies:
15680. (a) Subject to subdivision (b), and except as provided in Section 15688, if the trust instrument provides for the trustee's compensation, the trustee is entitled to be compensated in accordance with the trust instrument. (b) Upon proper showing, the court may fix or allow greater or lesser compensation than could be allowed under the terms of the trust in any of the following circumstances: (1) Where the duties of the trustee are substantially different from those contemplated when the trust was created. (2) Where the compensation in accordance with the terms of the trust would be inequitable or unreasonably low or high. (3) In extraordinary circumstances calling for equitable relief. (c) An order fixing or allowing greater or lesser compensation under subdivision (b) applies only prospectively to actions taken in administration of the trust after the order is made.
Yes, a trustee has a duty to keep the heirs reasonably informed, which includes an accounting. A request would be made to the trustee; if necessary one may petition the court to obtain an order re: production. Those statutes are here:
If an account has a named POD/TOD beneficiary, that controls -even over the trust.
There is no time frame for completion but the trustee has a fiduciary duty to act in the estate's best interest- which means wrapping up the estate as soon as reasonably practical according to the terms of the trust. For less complicated estates, this can be just a few months.
Please let me know if you have any questions on the above.