Sample Accounting Demand Letter PDF
Sample Accounting Demand Letter PDF
Sample Accounting Demand Letter PDF
Lawrence T. Lawyer
Law Firm Name, LLP
1234 Main Street, Suite 100
Los Angeles, California
Please be advised that I have been retained by Bob Jones and Sam Smith.
I write to you regarding my clients’ interest in the Richard Lloyd Richardson Living
Trust 2005, dated January 25, 2005 (“the Trust”). Please provide the following information to
my office on or before ___________, 2020. If you need additional time to compile the
information I am requesting, please let me know.
By this letter, I am demanding that you provide me with a formal Trust accounting
under Probate Code sections 16062 and 16063 to be filed with the Court in accordance with
Probate Code section 1060, from the date your client became Trustee to the current date.
In addition to the accounting requested above, please provide all documents demanded
below:
As you may be aware, under California law your client has substantial duties as Trustee
of the Trust, which includes but is not limited to the following:
Duty to administer the Trust according to the Trust instrument (Prob. Code §
16000.);
Duty to report information about the Trust on request and to account to
beneficiaries (Prob. Code §§ 16061 and 16062.);
Duty to provide information, and if not, be compelled to do so by the court (Prob.
Code § 16060.7; Prob. Code § 17200 (b)(7)(A). A beneficiary of the Trust may
petition the Court to compel the Trustee to provide such information. (Prob. Code
§ 17200 (b)(7)(A) through (C);) and
Duty to deal impartially with beneficiaries (Prob. Code § 16003.).
4. Conclusion
Please notify me no later than _____________, 2020 whether you intend to provide the
information and documents requested in this letter. If I do not hear from you by that date, then I
will assume you are refusing to comply with this request.
Sincerely,
__________________