Your Legal Questions Answered

Here are some potential options you have: Review the trust document: The first step is to review the trust document and understand your rights as a beneficiary. Request an accounting: As a beneficiary of the trust, you have the right to request an accounting from the trustee (in this case, your mother). An accounting will provide you with details about the trust's assets, income, and disbursements, which can help you determine whether the funds are being managed appropriately. File a complaint: If you believe that your mother, as the trustee, is not fulfilling her fiduciary duties or is mismanaging the trust, you can file a petition in court to seek relief. This may include asking the court to order your mother to distribute the funds to you, to provide an accounting, or to remove her as trustee and appoint a new trustee. If you would like to speak to one of our trust lawyers please contact us at (303) 688-0944 to start a free cae assessment.