Stebbins

BACKGROUND

Jeffrey and Stefanie are each 50 percent beneficiaries of the Francis Stebbins Living Trust, u.a.d. September 21, 1992, as amended on March 20,

1 We use the parties’ first names for clarity. No disrespect is intended.

1 2008 (Stebbins Trust). Pursuant to the terms of the Stebbins Trust, Jeffrey became the successor trustee upon the death of Francis Stebbins in 2019. As relevant to this appeal, the Stebbins Trust required the trustee to provide an accounting “[w]henever any person is added or removed as a Trustee.” The accounting “shall describe assets in sufficient detail to apprise beneficiaries of the assets making up the Trust estate.” Schedule C of the Stebbins Trust states that, upon Francis’s death, the trustee “shall distribute” all “jewelry, clothing, household furniture and furnishings, personal automobiles, boats, paintings, books and other tangible articles of a personal nature, and any interest in any such property, not otherwise specifically disposed of in any other manner” to Jeffrey and Stefanie “in shares of equal value in the opinion of the Trustee held in good faith.” In February 2023, Stefanie filed a “petition for…