What should I do as the beneficiary?
I am the trustee to my parents’ trust and both have died. What should I do as the Beneficiary?
What you can legally do and what you should do are not necessarily the same thing. If you are the only one, then a formal trust administration may not be the best solution. This means you can dispense with most of the required formalities of trust administration. Generally speaking, you can go ahead and transfer the property to yourself. If there is more than one, then you’ll probably want to go through a more formal administrative process for the trust. Do yourself a favor and order my free book on trust administration. This book will give you the complete answer to your question.
If you are ready to start your case, then please give us a call or fill out our Get Help Now form. If you want a comprehensive overview of California Probate, then click here. Should you have additional questions about trust litigation, then you will find plenty of useful information in our Learning Center.