Thank you, Paula.
I am going to assume
that there is a trust created out of a will, because this is what it sounds like. A trust is quasi-entity that controls assets and has a Trustee (an individual in control of the trust) distribute it to the beneficiary (i.e. your friend) per the trust's guidelines.
A trustee has an obligation to the trust and the beneficiary to follow the trust's demands and distribute the money as needed. For an overview of this, please see here
If the Trustee is not following the duties given to him by the trust, the beneficiary can seek relief via Court by filing in court to demand that the trustee release the funds necessary as the trust instrument (document) intended and/or have the trustee step down and another appointed, if the trustee proves himself incapable/unwilling/untrustworthy to head up this position.
To do this, she would need to file a pleading in Probate Court, and have a hearing. An attorney is highly recommended. May I recommend the CA Bar referral program - here
. The attorneys are vetted and qualified. You should be able to find an attorney you are confident with and whom you can trust, and who is available ASAP.
I hope this helps and clarifies. Good luck.
Gentle Reminder: Please use the REPLY
button to keep chatting, or RATE
my answer when we are finished. Kindly rate my answer as one of the top three faces
and then submit
, as this is how I get credit for my time with you. Rating my answer the bottom two faces does not give me credit and reflects poorly on me, even if my answer is correct.
I work very hard to formulate an informative and honest answer for you; please reciprocate my good faith. (You may always ask follow ups at no charge after rating