Estate Law Questions? Ask an Estate Lawyer.
Thank you for choosing Just Answer. My name is XXXXX XXXXX I will assist you today. The time frame you mention does seem excessive. You are entitled to a full accounting of the trust each year. You must request such an accounting in writing and the trustee must respond. This should include all assets in the trust.
You can also ask for a statement of how the assets have been distributed in the trust. If you feel the trustee is mishandling the assets or failing her duties with respect to the trust you can bring an action against her for breach of fiduciary trust and or have the current trustee removed.
Since the trust is in PA. You should ask for a complete accounting of the trust, and get an explanation of why the assets have not been distributed in writing (certified mail). If the answers raise concerns, you should hire an attorney in California to look into the situation and take the appropriate action.
Be sure to keep copies of all correspondence, and keep a log of all communications with the trustee.
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