- Jurisdiction
- California
Parents wanted her two siblings to be joint trustees and sole beneficiaries.
Basically nothing but household goods and momentos in the trust. A bit of jewelry.
The attorney who wrote the trust actually agreed to help administer pro bono as it was so basic.
The other trustee lives a distance away and was given the opportunity to opt out of being trustee. She refused claiming she wanted to accept the role and its duties.
Unfortuately the other trustee/beneficiary did not cooperate in the trust administration, would not appear at the property to divide the items per the trust nor assist in the administration. The other beneficiary has had to maintain and store the items at his own expense. There is no money in the trust.
Six years have passed since the death of the trustor and any administrative attempts.
Recently the uncooperative trustee is requesting certain items per the trust, that they be boxed up and left for her at the door to pick up.
Does this trustee/beneficiary have any right to make such a request? Must the other trustee cooperate in rummaging through the decedents belongings and pack them up?
Basically nothing but household goods and momentos in the trust. A bit of jewelry.
The attorney who wrote the trust actually agreed to help administer pro bono as it was so basic.
The other trustee lives a distance away and was given the opportunity to opt out of being trustee. She refused claiming she wanted to accept the role and its duties.
Unfortuately the other trustee/beneficiary did not cooperate in the trust administration, would not appear at the property to divide the items per the trust nor assist in the administration. The other beneficiary has had to maintain and store the items at his own expense. There is no money in the trust.
Six years have passed since the death of the trustor and any administrative attempts.
Recently the uncooperative trustee is requesting certain items per the trust, that they be boxed up and left for her at the door to pick up.
Does this trustee/beneficiary have any right to make such a request? Must the other trustee cooperate in rummaging through the decedents belongings and pack them up?
