Eight Steps to Take if You Are Questioning a San Diego Probate Accounting

The executor or administrator must prepare and file an accounting as part of the probate of an estate in California. This accounting must also be shared with the beneficiaries of the estate. Often, probate litigation disputes arise as a result of these accounting. For example, you may review the document that is provided to you and question some or all of the entries. If this is the case, it is vital that you act quickly to ensure that you protect your rights and prevent the loss of any estate assets.

What should you do if you are not satisfied with the accounting that has been provided to you as part of a California probate administration? The following are eight steps:

  1. Contact an experienced California probate court attorney for guidance through this process.
  2. If you have not already received one, insist upon receiving a complete and final version of the probate accounting.
  3. Request supporting documentation for any questionable expenses or purchases.
  4. Ask questions about any items that you would like more information about.
  5. If the accounting is for a trust, determine whether it is being overseen by the probate court.
  6. Pay careful attention to potential deadlines for objecting to the accounting.
  7. Do not sign or otherwise assent to the accounting until you receive satisfactory answers to all of your questions.
  8. Consider whether the items in question are worth the time and expense of pursuing further.

A knowledgeable San Diego probate court litigation attorney can help you understand whether certain expenses or purchases during the estate administration process are typical or objectionable. When choosing the attorney who is right for you, consider reviewing our article, Five Questions to Ask Before Hiring a Trust and Probate Litigation Attorney. To learn more, contact an experienced San Diego probate court attorney today for a complimentary consultation. Call the Grossman Law Office at (888) 443-6590.

Scott Grossman

Scott Grossman

Attorney

The Grossman Law Firm, APC · 525 B Street, Suite 1500, San Diego, CA 92101 · (951) 523-8307

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