Skip to main content

Fixing or Changing a Trust · California

Can I remove a beneficiary who stole from my parent?

Usually not by removing them, and the distinction matters because it points you at a remedy that actually works. If your parent is alive and has capacity, the answer is easy: it is your parent's trust, and your parent can amend it to reduce or eliminate that person's share. If your parent has died, the trust's terms are fixed, and no one — not you, not the trustee, not the other beneficiaries — gets to rewrite them to punish someone. Courts do not modify trusts as a sanction. But that is not the end of it. If your sister took money from your mother's accounts, the trust has a claim against your sister for the property she took. The claim is a debt she owes, and the practical result of pursuing it often looks like what you wanted anyway: the recovered property comes back into the trust, and her share can be reduced by what she owes it. You are not removing a beneficiary; you are collecting from one.

The vehicles are established. Prob. Code § 850 allows a petition for an order where a trust claims property held by another, which is the standard route for recovering assets a third party or a beneficiary took. If the person who took the money is also serving as trustee, Prob. Code § 15642 provides for removal of a trustee, with grounds including breach of trust, unfitness, and substantial inability to manage the trust property or to resist fraud or undue influence. Prob. Code § 17200 is the general statute for bringing internal-affairs matters, including compelling an accounting, before the probate court. Deadlines are real: under Prob. Code § 16061.7, the trustee's notification starts a 120-day clock for any trust contest. Understand clearly what this is. Recovering stolen assets and removing a trustee are contested proceedings — trust litigation — and they are fought with discovery, depositions and trial dates, not with a petition everyone signs.

This page is general information about California law, not legal advice, and does not create an attorney-client relationship. Figures and deadlines change, and every family’s situation is different. Last reviewed August 2026.

Next Step

Ask Robert P. Bergman about your own facts.

The 15-minute Consultation is free. Bring the assessor’s notice, the trust, or just the question, and you will leave knowing which deadline applies to you.

Robert P. Bergman is one of less than 1% of California attorneys certified as a specialist by the State Bar.