
Table of Contents
Key Takeaways
- California law may treat breach of fiduciary duty as a tort, depending on the facts of the case.
- In probate and trust disputes, the California Probate Code often governs breach of fiduciary duty claims rather than general tort law.
- Trustees owe strict fiduciary duties to beneficiaries, including duties of loyalty, care, and disclosure.
- Beneficiaries may ask the court to award remedies such as damages, trustee removal, or surcharge.
- Early legal action can prevent further financial harm to a trust or estate.
What Is a Fiduciary Duty Under California Law?
A fiduciary duty exists when the law requires one party to act in another’s best interests. This duty commonly applies to trustees, executors, administrators, and other individuals who control property or finances for someone else.
A fiduciary relationship is built on trust and confidence. California courts hold fiduciaries to a higher legal standard than ordinary parties because beneficiaries rely on them for honesty, care, and transparency.
In trust and probate matters, The California Probate Code primarily governs fiduciary duties in trust and probate matters. Particularly provisions addressing trustee conduct and beneficiary rights.
Fiduciary Duties in Probate and Trust Litigation
At The Grossman Law Firm, we represent beneficiaries and heirs throughout California when fiduciaries fail to meet these legal obligations. Attorney Scott Grossman focuses exclusively on probate and trust litigation and helps clients assess whether a fiduciary has breached their duties and what legal remedies may be available under California law.
What Is a Tort Under California Law?
Is Breach of Fiduciary Duty Considered a Tort in California?
- Available remedies
- Applicable statutes of limitation
- Whether the claim is heard in probate court
How Breach of Fiduciary Duty Claims Arise in Probate and Trust Matters
- Mismanages trust assets
- Failure to provide the required information to beneficiaries
- Delays distributions without justification
- Engages in self-dealing or conflicts of interest
- Ignores the terms of the trust
Common Fiduciary Duties Owed by Trustees
Trustees owe several core duties under California law, including:
Duty of Loyalty
Duty of Care and Prudence
Duty of Impartiality
Duty to Follow the Trust
Duty of Disclosure
What Must Be Proven in a Breach of Fiduciary Duty Case
To succeed in a breach of fiduciary duty claim, a beneficiary generally must show:
- A fiduciary relationship existed
- The fiduciary breached one or more duties
- The breach caused harm to the trust or beneficiary
- The beneficiary suffered damages as a result
Remedies Available for Breach of Fiduciary Duty
- Surcharge against the fiduciary for financial losses
- Prejudgment or post-judgment interest
- Removal or suspension of the trustee
- Appointment of a successor trustee
- Orders compelling proper administration
When Trust Litigation Becomes Necessary
Trust litigation becomes necessary when informal requests fail or when misconduct continues to threaten trust assets. Courts can intervene to enforce fiduciary duties and prevent further damage.
Why Early Court Intervention Matters
Delays often make recovery more difficult. Missing records, dissipated assets, and expired deadlines can limit the remedies available. At The Grossman Law Firm, we help beneficiaries and heirs throughout California assess whether court intervention is necessary and take strategic action to protect trust assets before additional harm occurs.
Related Resources
- Overview of California Trust Litigation
- Trustee’s Duty: What is the Prudent Investor Rule?
- How to Get Your Trustee to Distribute Your Inheritance
- Know What You’re Getting Into: The Timeline of a Trust and Estate Lawsuit
- Can the Court Remove Your Trustee for Mishandling Assets?
- Can’t Afford a Probate or Trust Attorney?
FAQ
Not always. While it can be treated as a tort, trust, and probate cases often proceed under the Probate Code rather than general tort law.
Yes. Trustees may be held personally liable for losses caused by their misconduct.
Available remedies may include financial compensation, interest, removal of the trustee, and court supervision.
Deadlines vary depending on the facts and applicable Probate Code sections. Acting quickly is critical.
