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By: Scott Grossman on October 14th, 2016

Co-Trustees Can’t Get Along?

San Diego Probate Court Can Take Action

In some ways, serving as a co-trustee of a trust is similar to being in a marriage. The co-trustees must work together for the benefit of the beneficiaries, without benefiting one beneficiary over another. Unlike most marriages, however, trustees often find themselves working together without the benefit of having known each other for an extended period of time. The result can be co-trustees who simply cannot get along.

Fortunately for the beneficiaries of a trust, the San Diego probate court can remove a trustee under these circumstances—if the relationship between the co-trustees could potentially harm the trust. What should you do if you find yourself in such a situation?

Consider taking the following actions:

  1. Contact an experienced San Diego probate litigation lawyer for guidance. Time is of the essence because the assets of the trust may be at risk.
  2. Obtain a copy of the trust.
  3. Gather copies of all communication relating to the trust.
  4. Obtain copies of all inventories and accounts.
  5. Document examples of how the inability of the co-trustees to work together has harmed or will harm, the assets of the trust.

After taking these steps, your attorney can help you begin the process of pursuing a trustee removal. Taking these actions is vital to protect the assets of the trust. It also ensures you don’t lose the ability to bring a lawsuit due to a statute of limitations problem.

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.