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Dimitry Esquire
Dimitry Esquire, Attorney
Category: Estate Law
Satisfied Customers: 41220
Experience:  JA Mentor. I run my own practice that specializes in Estate Preparation and Administration
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Can an attorney, acting as a personal representative and trustee,

Customer Question

Can an attorney, acting as a personal representative and trustee, refuse to provide the beneficiaries with at least an annual accounting?
Submitted: 1 year ago.
Category: Estate Law
Expert:  Dimitry Esquire replied 1 year ago.
Thank you for your question. Please permit me to assist you with your concerns. The answer is 'no'. An annual accounting is a reasonable demand, and one the attorney must honor. Failure to do so can be seen as a direct fiduciary duty violation owed to the estate and to all heirs and beneficiaries. Sincerely, ***** *****

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