Can I Request a Financial Accounting?

(Choose the option that fits best.)

Question 1. What is your connection to the trust or estate?

🚀 I am an heir (such as a spouse, child, or close family member).

🚀 I am a current trust beneficiary.

🚀 I was included in an earlier version of the trust or will.

🚀 I am a creditor.

🚀 I am acting on behalf of someone else with potential rights.

⚠️ I’m not sure.

🚫 I am not named in the trust or related to the estate.

(Choose the option that fits best.)

Question 2. Have you received any financial information or updates?

🚀 Yes, but information feels incomplete or unclear.

⚠️ Very little information has been shared.

⚠️ My questions have been ignored or avoided.

❓ I’m not sure what I’m entitled to receive.

🚫 I already received a full accounting and understand it.

(Check all that apply.)

Question 3. What concerns do you currently have?

🚀 Financial information seems missing or unclear.

🚀 I want to better understand how money or property was handled.

🚀 I believe assets may be hidden or improperly managed.

🚀 Communication with the trustee has broken down.

🚀 I want to understand whether I may have rights to an accounting.

❓ Something feels off, but I’m not sure what.

🚫 None of these apply.

(Choose the option that fits best.)

Question 4. Have you already asked for information or clarification?

🚀 Yes — verbally.

🚀 Yes — through email or writing.

⚠️ No, but I want to.

⚠️ I’m not sure how to ask.

🚫 No — I do not plan to ask.