What Rights Do Beneficiaries Have?

Last updated on June 17, 2024

Trusts are an effective estate planning tool used by many people to manage their estates. If you are a trust beneficiary, it is important to understand what this entails and your rights. A trust litigation attorney can provide guidance to help you better understand your position.

At Morrill Law, with over 20 years of experience, we specialize in guiding California trust beneficiaries, helping ensure they understand their rights and receive personalized support throughout the process. We serve clients in Walnut Creek, Alameda, Contra Costa, Marin County and beyond.

Trust Beneficiary Rights In California

Beneficiaries of trusts in California are entitled to a range of important rights designed to protect their interests and ensure the proper administration of the trust. These rights include:

• The right to receive timely and accurate information about the trust and its assets
• The right to be treated fairly and impartially by the trustee
• The right to challenge trustee decisions that are not per the trust document or California law
• The right to receive distributions from the trust as outlined in the trust document
• The right to hold the trustee accountable for any breaches of fiduciary duty
• The right to seek legal recourse if their rights as beneficiaries are not respected
• The right to terminate or modify the trust under certain circumstances
• The right to inspect the trust documents and read them
• The right to receive notice of any impending changes to the trust
• The right to consent or object to specific actions proposed by the trustee, such as selling trust assets or making significant investments

Our attorneys at Morrill Law can help ensure that your rights as a trust beneficiary are protected and upheld, providing guidance and representation to address any concerns or disputes that may arise during the trust administration process.

Talk To A Lawyer Today

If you have questions or concerns about trusts or need assistance understanding your rights as a trust beneficiary, call 925-255-0633 or email us to schedule a consultation with one of our experienced attorneys.