What is the duty of a trustee to provide a beneficiary with a complete and accurate list of beneficiaries?

California, United States of America


The following excerpt is from Armstead v. De Macias, B284275 (Cal. App. 2018):

the beneficiary information that is reasonably necessary to enable the beneficiary to enforce the beneficiary's rights under the trust or prevent or redress a breach of trust.' [Citation.] This duty is 'consistent with the duty stated in prior California case law to give beneficiaries complete and accurate information relative to the administration of a trust when requested at reasonable times.' [Citation.]" (Salter v. Lerner (2009) 176 Cal.App.4th 1184, 1187-1188.)

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