I am the cotrustee of the trust created from my father's will when he died. To compel a trust accounting, you must have an interest in the Trust, serve a demand letter, and file a petition with the Surrogate's Court.If you are involved in a trust accounting dispute, you should consult seasoned New York City estate litigation attorney Jules Haas. The distinction is important for estate accounting purposes particularly where a trust is an estate beneficiary and therefore estate income is ultimately. The PDF version of these forms are FILLABLE. They can be filled out electronically, then printed. I need a sample letter to request a formal accounting of an estate and of a trust that I am very confident the trustee. I am the Executor and Trustee for my parents estate which has two beneficiaries, myself and my sibling. To compel a trust accounting, you must have an interest in the Trust, serve a demand letter, and file a petition with the Surrogate's Court. 336 Bay Street, in the City of Nassau.

Sample Letter To Close Trustee Accounting For Beneficiary In Nassau

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