Learn about trustee obligations to provide financials and documents to living trust beneficiaries in a California trust administration.
What you need to do when your loved one dies with a California living trust?
Financial Advisors are the secret sauce that makes your estate plan work
Choosing the right successor trustee for your living trust
If you don't transfer your assets to your living trust, but you have a writing expressing your intent to do so, then your successor trustee can file...
Checklist of what a trustee should do during trust administration
If you have a living trust, your trustee must begin the trust administration when you pass away.
California probate is complicated, time-consuming and very expensive. A typical California probate could take 18 months and cost more than $50,000 in...
If you have a small estate a will may be enough. If you have a living trust, you will need a pour-over will.