Accounting

Accounting Assurance for Beneficiaries

As a beneficiary, you’re entitled to a trustee’s accounting on an annual basis, at the trust’s termination, and if the trustee changes. If the court mandates a trustee to provide accounting, those obligations can’t go neglected - and if they aren’t carried out, you have the right to legally enforce those duties through a court order.

Successor trustees, oftentimes the children of a trust owner, are held to a certain standard by their beneficiaries. While not all beneficiaries are entitled to automatic accounting, the court may still force the trustee to provide accounting services or information that hasn’t yet been shared.

Protecting You Against Negligence & Mismanagement:

In representing beneficiaries such as yourself, Gokal Law Group is experienced in obtaining court orders for trustee annual accounting duties. Contact us today for a consultation on your case.

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The attorneys of Gokal Law Group, Inc. hold a glowing track record of successful judgments and settlements. As advocates for wronged beneficiaries, trustees battling greed, elders facing financial abuse, and families who have recently lost a loved one, we’re here for you.