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Sacramento Lawyer for Obtaining Records
SUBPOENAS AND LEGAL ACTION TO PRODUCE DOCUMENTS
Beneficiaries are entitled to receive copies of the Will or Trust under which they are entitled to receive an interest. They are also entitled to information related to their interest, including accounting for any expenditures which may affect their share of the trust or estate.
In cases where a reasonable request for copies of documents – or for an accounting or report – has been made and such request has been denied or ignored, legal action may be needed to compel production of the documents or other requested information.
Obtaining records related to the administration of a trust or estate is often not as difficult as one might think. If a party is justified in his/her demand for information, legal action can be commenced to compel production of the records.
Courts tend to favor full disclosure and are likely to order production of documents and records, particularly if the disclosure is required by law or by the Will or Trust at issue.
In addition, as officers of the court, attorneys have the power to subpoena records from banks or other financial institutions that is related to the administration of a trust or estate. Therefore, even in the absence of a specific court order, it is often possible for financial records to be obtained by an attorney directly from financial institutions.
Finally, if an executor or trustee has wrongfully withheld records or information from a beneficiary, necessitating legal action by a beneficiary to compel production of the records or information, courts are likely to require that the trustee or executor personally pay the reasonable attorney fees and costs incurred by the beneficiary in the legal action.
What Our Clients Say
Reviews & Testimonials
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"Very cordial and relaxing atmosphere"
Very cordial and relaxing atmosphere even though doing something so important as my Trust. Explained everything clearly and ...
- EC -
"Very Happy with Jason & Hannah and Paula and the staff"
I initially brought Huber Fox a review of my Trust & Will materials. They did such a great job that I ended up bringing my ...
- WC -
"They were extremely helpful."
Hannah at Huber Fox was the attorney we met with. This was a redo from our original trust which was done in early 2000. Many ...
- Mary M. -
"Huber Fox was timely and always helpful."
I have been very happy with my experience with Huber Fox. I am the successor trustee and estate of my uncle's estate. Huber ...
- WW -
"Knowledgeable, efficient, and very professional"
Jonathan was extremely helpful in helping us establish our trust. He was knowledgeable, efficient, and very professional! I ...
- W.J. -
"Very knowledgeable, wise, and sensitive"
We hired Hannah Myers of Huber-Fox to help us with a recent restatement of our family estate trust. She showed that she is ...
- John M. -
"Very kind and very knowledgeable."
I was referred to you and I'm so glad I was. Setting up a trust can be a very emotional experience. But Hanna and her very ...
- Susan S. -
"Highly recommended."
Personable, knowledgeable and professional, highly recommended.
- Larry B.