Is this the best solution? Can she amend the trust by simply adding an amendment (page) and does it need to be notarized?

Maybe. If trust is revocable, mother may amend to list securities. She should also amend registration of securities to indicate they are trust...

How can I protect my share and get the full amount that Im entitled to as a benificary?

If you are beneficiary, you are entitled to complete accounting. Some observations: Aunt required to provide accounting from date she assumed...

Minor child is beneficiary of estate. GAL will need to be appointed to receive and manage minor child inheritance. Blood relatives of niece...

Will surrogate court still recognize me as one of my father's heirs even though I signed this form?

Yes. Document you signed indicated your consent to to appointment of administrator. Document had no effect on your status as heir. More...

Does a bank statment satisfy the request for account?

No. Trustee is wrong. Production of bank statement with nothing more is not an accounting. As beneficiary, you are entitled to annual accounting...

Regarding fiduciaries as personal representatives, is there any "line in the sand" as far as what they can't bill to the estate?

Fiduciary may charge for reasonable expenditure of time. This includes cited items. One measure of reasonableness is value of services to...

If your objection was dismissed without prejudice, you may file same objection again and present additional evidence. SOL for fraud is six years...

Several possible consequences if "heir first in line is in prison at the time of your death": The "heir first in line" will have to wait until...

Is there a form that can be used for the final inventory appraisments and lists of claims?

Maybe. Some courts have local forms for the final inventory appraisements and lists of claims. Your attorney will whether there is local form or...

How can I know if he is taking money from there and if I am being given 1/3 of my mom's assets?

Brother appears to be properly performing duties as executor. He will be required to submit an accounting to probate court to terminate matter and...