My brother has a friend in assisted living. This friend entered care with some alcoholic encephalopathy and has an appointed fiduciary managing his monies. Of late the friend has expressed a lot of concern about "how much money he has left" to live out his life. He has asked his fiduciary for an accounting of his cash and invested assets (not necessarily all his assets as he also holds objects of art), but of the monetary assets, so that he can feel more secure. The answer he received from his Fiduciary was "Oh. Don't worry. You have plenty to take care of you". This unwillingness to respond with what holdings actually exist has frightened the man, and he has no family to turn to. I have suggested starting with a more formal request (rather than a phone call as made) such as a letter. Anyone out there have any ideas what, in California, this man can "expect" to get from his fiduciary, and how should he proceed. I hate to think that the next step is a lawyer, but I wonder?