Trustee Disbursement Demand Letter

Hi ****, I'm sorry to hear about your situation. Yes, sending a demand letter to the executor/trustee is a proper first step. It formally requests the disbursement and accounting of the trust.
Are you currently residing in Kentucky? This helps in providing specific guidance.

Hi ****, thank you for providing that information. Here are some steps you can take:
- Send a demand letter to the trustee requesting your share and a full accounting.
- If the trustee does not comply, you may need to file a petition in South Carolina probate court.
Would you like information on how to draft the demand letter or details about filing a petition?

Hi ****, here are some tips for drafting a demand letter:
- **Header**: Include your name, address, and the date.
- **Trustee's Information**: Include the trustee's name and address.
- **Subject**: Clearly state the purpose, e.g., "Demand for Disbursement and Full Accounting of Trust."
- **Introduction**: State your relationship to the trust (beneficiary) and the reason for your demand.
- **Body**:
- Request your */* share explicitly.
- Request a full accounting of the trust.
- Cite any relevant sections of the trust document or state law.
- **Deadline**: Provide a specific deadline for compliance.
- **Conclusion**: Mention potential legal action if the demands are not met.
- **Signature**: Sign the letter and keep a copy for your records.
Would you like any further details?

Hi ****, generally, two weeks is a reasonable time for compliance in such matters. Ensure you state the exact deadline date in your letter. If the trustee does not comply, you may need to take further legal action.

****, I'm glad you found the information helpful. If you need any further assistance with your demand letter or the next steps to take if the trustee does not comply, feel free to ask.

You're welcome, ****. If you have any further questions or need additional assistance in the future, don't hesitate to reach out. Have a great day!