I am sole beneficiary of a trust with a signicant ammount of money. My mother was the grantor she died more than 4 years ago. I can't seem to get an accounting from trustee. He knows I can't afford lawyer how do I go to probate court and force to comply.
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The Editor, Mark Bernardin, is an attorney living in MA. Please send your suggestions or comments to: TheEditor@malawforum.com
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The answers and information provided on this site are for informational purposes only and are NOT substitutes for professional legal advice. Before making legal decisions, you should discuss your specific circumstances with an attorney.
Demanding accounting from trustee
As a beneficiary, you are entitled to an accounting from the trustee. If the trustee does not respond to your written request (certified or registered mail), then your next step is to file petitions at the Probate and Family Court for an accounting and to remove the trustee. You can talk to the clerks at the court about this process, but you may want to consider hiring a Massachusetts attorney to help you.