What a trustee does in California
If someone has named you as a trustee or successor trustee, you have taken on a legal role with specific duties. Understanding those duties before you need to act makes a difficult time easier.
What you'll learn
- The fiduciary standard trustees are held to in California
- What a successor trustee must do in the first 90 days after the grantor dies
- How to handle trust assets: investments, real estate, and accounts
- When to hire a trust administration attorney vs. handle tasks yourself
Step by step
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