What Is Fiduciary Duty in California?
Your mom just died. But thank goodness she had a living trust. And now it's your job to administer it. She ...
PRACTICE AREA
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California Trustee Timeline: Day 1 Through Day 180
You just lost someone you love. Maybe it was a parent, a spouse, a sibling, or a close friend. You are grieving, and ...
What Is a Heggstad Petition? California Probate Code §850 Explained
A Heggstad Petition asks a California probate court to confirm that an asset legally belongs to a living trust, even ...
What Happens When Beneficiaries Disagree Over Personal Property?
I wrote about the framework for handling a deceased loved one's personal property in my previous post
Distributing and Disposing of Personal Property During a California Trust Administration
Your parents have died. Thank goodness they had a living trust. And so far, it looks like their home, investment ...
Trust Inventory: Locate, Protect, and Value Trust Assets
When someone who had a living trust dies, the successor trustee will receive the trust binder with the estate ...
How to Open a Trust Bank Account in California After Death
After someone dies with a California living trust, the successor trustee will need to set up a trust bank account. A ...
What Your Attorney Needs From You to Send the Trust Notice
Your attorney cannot prepare the required trust notice from the trust document alone. We also need a complete list ...
What Is California Probate Code §16061.7?
When someone dies with a living trust, the successor trustee may assume the next step is to collect the assets, pay ...