Trustee Communication

How do you handle a bad trustee that refuses to communicate with you. This is more common than most think! Learn how to deal with this frustrating problem today!

Transcript

[Music] Titusz Keith Davidson from Albertson and Davidson in this video I want to talk about how do you handle a bad trustee who refuses to communicate with you one of the biggest problems we see for Trust beneficiaries is that their trustee simply doesn't communicate with them the trustee may not tell you what the assets of the trust are may not explain what the investments are may refuse to talk to you about a sale of the assets sale of real property or even sale of stocks and may refuse to talk to you about when assets will be distributed even when the trust terms required distributions a lot of times a bad trustee refuses to talk to you about those issues unfortunately a lot of individual private people who act as trustee of these Trust's they think that they can do whatever they want to do they think that they're in charge and they have the right to do whatever they want but that's not true there's actually a whole set of laws under our California Probate Code not to mention all the rules under most trust documents that require a trustee to do a lot of different things for beneficiary and top on that list is communicating a trustee simply must communicate with the beneficiaries it doesn't matter if the beneficiaries are hard to deal with or they get angry or they yell or whatever the situation is a trustee still must communicate with the beneficiaries and keep the beneficiaries reasonably informed of all the actions that the trustee is taking on behalf of the trust and they certainly should be keeping beneficiaries informed about distributions from the trust because that is an important part of the entire trust administration process so the next time you're in a situation where you have a bad trustee who refuses to communicate with you you need to take action and that's what our California probate courts are for is to help you get the answers and the communication and the information that you're entitled to as a trust beneficiary. [Music] [Applause] [Music]