[WSBAPT] Beneficiary Entitlement to Estate Details

[Mark McClure]

When I represent a beneficiary and the PR or PR’s attorney becomes
resistive to providing a basic accounting, I start wondering why.

A beneficiary can file a petition for a report of affairs of estate under
11.68.065 and cite the fact that the PR was unwilling to provide an account
absent a court order.  I have never understood why, in most cases, this
would be a problem if the PR is doing his or her job – which is basically
bookkeeping.

   - Estate Bank Statements
   - Account Register
   - Receipts
   - Settlement Statement (if real property sold)
   - Copies of bank statements as of date of death.
   - Time log

Basic stuff I tell my clients to have in order for us to prepare the
Declaration of Completion and Distribution or a formal motion to distribute
and close.

*Mark C. McClure* *| *
*Managing Attorney *Law Office of Mark McClure, PS

*"Why Retire With Debt?"*1103 West Meeker Street, #101
Kent, WA 98032

Office:  253.631.6484 (Leave Msg - Will be returned within 24 hours)
Email: Mark at McClureLawGroup.com
Web: www.McClureLawGroup.com <http://www.mcclurelawgroup.com/>

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*From:* wsbapt-bounces at lists.wsbarppt.com <wsbapt-bounces at lists.wsbarppt.com>
*On Behalf Of *Mark Anderson
*Sent:* Monday, May 11, 2026 3:33 PM
*To:* WSBA Probate & Trust Listserv <wsbapt at lists.wsbarppt.com>
*Subject:* [WSBAPT] Beneficiary Entitlement to Estate Details



A Beneficiary is demanding that the Personal Representative provide him
with exceptionally detailed information and documents related to the
finances of a probate estate.  Outside the context of a TEDRA demand for
accounting, what is the extent of the Personal Representative’s obligation
to provide such information and documents to the Beneficiary?

Thanks.


*Mark B. Anderson*ANDERSON LAW FIRM PLLC
821 Dock Street, Suite 209, PMB 4-12
Tacoma, Washington 98402
+1 253-327-1750
+1 253-327-1751 (fax)
marka at mbaesq.com
www.mbaesq.com


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