When petitioning the court for an oversight of a trust, you need to include certain information in your petition. Learn more here.
Read More
Executors and trustees have two different roles that each has their own duties and responsibilities. These positions differ in several ways.
Serving as a San Diego executor vs. a trustee does not diminish the importance of having an experienced attorney in your corner. View here for more.
At the start of a trust administration, trustees must give beneficiaries a Notice of Trust Administration. There are many advances to carrying out this step.
When a trust is written, the settlor, or person creating the trust, chooses someone to serve as successor trustee. Often the settlor chooses several people who are named in order.
For those who have never been involved in handling the affairs of a friend or loved one, the concept of what is involved in this process can be overwhelming. Often, individuals are not certain what it means to be appointed an executor, administrator, or trustee.
For those beneficiaries and heirs unfamiliar with the California estate administration process, it is not always clear whether the executor or trustee is acting properly and in accordance with state law.
The answer to this question depends on several factors. In some cases, when a decedent had a living trust that owned all of his assets, it may be possible to conduct a trust administration that does not involve the probate court. In other cases, some assets may require a probate administration.
For a California trustee, the process of invoking the creditors claim procedure in trust administration works as follows: A notice to creditors on the decedent’s behalf is published to a local newspaper.
You are not required to use drafting attorney services as executor or trustee, and you may not be required to use their services at all.