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5 Questions To Ask Yourself Before Sending A Notice Of Trust Administration

Scott Grossman

Scott Grossman

Attorney

The Grossman Law Firm, APC · 525 B Street, Suite 1500, San Diego, CA 92101 · (951) 523-8307

Who is Entitled to Notice of Trust Administration?

After your friend or loved one passes away, you may find yourself in charge of the administration of their trust. As the successor trustee, you face many duties and responsibilities. Some of these tasks are outlined under California probate and trust law, while the court imposes others. At the beginning, it is crucial to provide a notice to the beneficiaries and heirs at law of the deceased. Each of these individuals are entitled to receive a copy of the notice of trust administration.

Furthermore, the notice should be served by mail to the person’s last known address, or delivered in person to the beneficiaries and heirs. The information that you include in this notice is very important. You must ensure that you are complying with the requirements for the notice to be deemed valid.

What to Include in a Notice of Trust Administration:

If a notice of trust administration does not meet the requirements outlined under the California Probate Code, it may be deemed not to have been given effectively.

Before you send out the Notice of Trust Administration, consider asking yourself the following questions:

  • First of all, did you include the name of the person who created the trust, often referred to as the settlor?
  • Did you include your name, mailing address, and telephone number?
  • Did you include the address of the physical location where the principal place of administration of the trust will take place?
  • Furthermore, did you include all information that you were directed to include under the terms of the trust itself?
  • In conclusion, did you notify the beneficiaries and heirs at law that they are entitled to receive a copy of the trust from you?

Because there may be consequences if the notice of trust administration is not provided properly, it may be wise to seek guidance from an experienced professional. Your attorney can help you to identify the proper parties who are entitled to receive the notice of trust administration. This is effort well spent. As successor trustee you will have to identify the interested parties to a trust for several other reasons as well. These reasons are outlined in our article, “Six Reasons to Identify Persons During a San Diego Probate.”

If you are ready to start the trust administration process, we are here to help! Learn more about how we have helped countless other clients as well. We encourage you to view their feedback on our client testimonials page.

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