Users' questions

How do I make a request for a full accounting?

How do I make a request for a full accounting?

You should send it certified mail, return receipt requested. The request should state that, if the trustee fails to account within 60 days, you will petition the court for an accounting. [See, Probate Code sections 16062, 16064 & 17200.]…

When to use a request letter for payment?

A Request Letter for Payment is a professional letter written by a company’s accounting department requesting payment of an account balance or a minimum payment on an account. This formal letter is generally used when an account or a payment is over 30 days past due.

How do I make a request for a full trust account?

You need to review the trust instrument, first. It may alter the rules re accounting. Assuming you are entitled to an account, make a formal request for an accounting in writing. You should send it certified mail, return receipt requested.

You should send it certified mail, return receipt requested. The request should state that, if the trustee fails to account within 60 days, you will petition the court for an accounting. [See, Probate Code sections 16062, 16064 & 17200.]…

A Request Letter for Payment is a professional letter written by a company’s accounting department requesting payment of an account balance or a minimum payment on an account. This formal letter is generally used when an account or a payment is over 30 days past due.

Can a surety company request an informal accounting?

It would be preferable to provide an informal accounting. However, sometimes the beneficiary will request a formal judicial accounting, which can be more involved, costly, and subject the fiduciary to a court proceeding. Creditors and a surety company (if there is a fiduciary bond involved) may also request an accounting.

How to write request email you request email format?

Since it is a request, the email has to be polite, humble, and grateful. An email is usually to the point and short. A format email for Request has to be direct, courteous, humble, polite, concise, and professional. It is always better to follow a proper format as below: