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What Is a Trust Accounting? A California Trustee’s Duty of Transparency

Financial documents, calculator, and pen on a desk, representing a trust accounting in California and meticulous record keeping for trustees.

Understand your trustee duty to account with a trust accounting in California. Learn what to include in a trust accounting, how often to provide accounting, and your beneficiary’s right to information under probate code trust accounting rules. Essential record keeping for trustees and transparent financial statements for a trust help avoid trust litigation