Estate Litigation and the Right to an Accounting

A recent Texas appeals case, Brown v. Arenson,  involves a request for an accounting from the beneficiaries of an estate. Although this is not a Florida case, probate lawyers in Florida encounter beneficiaries seeking an accounting very frequently. Did you know that, in Florida, beneficiaries of estates and trusts have rights under the Florida Trust Code and the Florida Probate Code. If you are not receiving the information you want about an inheritance, your trust or a Palm Beach probate, you can file an action for an accounting. 

Florida  beneficiaries have a right under Florida probate & trust law to “relevant information”. This includes a right to an accounting. Before an estate is closed in Florida, the personal representative must file an inventory and then an accounting. Who is entitled to an accounting? Can you compel a personal representative or executor to provide you with an accounting? Do you need to hire a probate lawyer to help you ask for an accounting? What happens if the the personal representative or trustee refuses to produce an accounting? To read the entire Texas case and learn more about this issue. click here. To interview a West Palm Beach estate lawyer, call (561)514-0900 ext.101.