I would like to get copies of documented analysis, engagement letters with CPAs, other documents, emails, reports, from our professional trustee to support our case. Right now I only have their billing from our final accounting that refer to these items. The Trustee is a professional Trustee, XXXXX XXXXX Trust NA. Most of their work is done by a local attorney. They require us to go through them. They do not know I am going to object to their accounting. When I ask them for these documents, they will know. The attorney told them to redact their entire legal bill.The question is, Is the Trustee and their lawyer required to turn over to the beneficiary all the documents noted above without going to court to force them to release them?
State/Country relating to question: California
I have asked for copies of engagement letters to cpa and the lawyer. The attorney and trustee did not reply to this request.
The question is, Is the Trustee and their lawyer required to turn over to the beneficiary all the documents noted above without going to court to force them to release them?A: After you file your petition objecting to the accounting, at the hearing, you can ask the court to order each party to submit to formal discovery and set a final hearing date far enough in the future to permit that formal discovery (depositions, interrogatories, inspection of documents, etc.) to take place.Hope this helps. NOTICE: My goal here is to entertain while educating the public about the law. Your positive feedback to the website is appreciated. If you need to contact me again, please put my user id at the beginning of your question ("To Socrateaser"), and the system will send me an alert. Please Click the following link for IMPORTANT LEGAL INFORMATION. Thanks and best wishes! socrateaser41044.7294342593
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