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FINANCIAL INFORMATION REQUEST APPLICATION

FINANCIAL INFORMATION REQUEST APPLICATION

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Video instructions and help with filling out and completing FINANCIAL INFORMATION REQUEST APPLICATION

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Instructions and help about FINANCIAL INFORMATION REQUEST APPLICATION

[Music] hi this is keith davidson from albertson and davidson in this video i'm walking you through a sample demand letter that you can use to demand an accounting and to demand financial information from your trustee it's very important that you put these demands in writing because until you make a written demand the trustee isn't technically obligated to give you anything once you make a demand in writing then the trustee has 60 days in which to comply i also want to point out that demanding an accounting is very different from demanding financial information because an accounting is a formal document that the trustee has to prepare they typically will hire an accountant it'll cost money to prepare and it'll give you kind of a full report of everything that's happened in the trust when you request financial information you're just requesting copies of things like bank statements or brokerage statements that's very easy for the trustee to give to you in theory if you have a good trus

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