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By: Scott Grossman on June 13th, 2017

Accounting: Protect Your Rights During a California Probate

During the probate administration process in California, the executor or administrator will prepare an accounting that outlines the expenses of the estate. This helps beneficiaries to track the assets of the estate and how they are being used. Unfortunately, it may also raise issues that could lead to a San Diego probate litigation. Consequently, understanding your rights surrounding this will help to ensure that you take the appropriate actions to protect your legal rights and the assets of the estate.

What are your rights regarding accounting?

  1. You have the right to receive a copy of it as filed with the San Diego probate court.
  2. Ask questions about any of the expenses incurred or purchases made.
  3. To question any missing assets.
  4. Bring a San Diego probate court litigation matter if you do not receive satisfactory answers to your questions or the executor or administrator does not provide you with the accounting.
  5. Waive the accounting rather than have a formal accounting prepared.
  6. Object if the executor, trustee, or administrator files a petition with the probate court to allow the accounting.
  7. Finally, Hire a knowledgeable San Diego probate litigation attorney to help protect your interests.

Unfortunately, there are times during an estate administration when an executor could become biased. Contact The Grossman Law Firm today for a free consultation.