Trust Administration

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The Top 10 Passwords and Asset Information to Write Down for Your Trustee

When planning your estate, providing your trustee with essential passwords and information about your assets…

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What You Need to Know About AB 2016: 3 Changes to Probate Law Coming in 2025

One of the noteworthy pieces of legislation passed in 2024 was Assembly Bill 2016 (AB…

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159: Trustees’ Checklist: Essential Notices You Can’t Afford to Miss

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158: Avoiding Trustee Liability: Critical Steps Before Distributing Assets

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157: Avoiding Probate Hassles: Understanding California’s 2025 Law Change

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155: Spousal Property Petitions: An Easier Alternative to Probate

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152: The Truth About AB Trusts: Will Your Wishes Be Followed?

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Why Do I Have to Do a Probate When I Have a Trust?

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149: Choosing a Child as Your Successor Trustee: Key Factors to Consider

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148: How to Choose the Right Successor Trustee for Your Trust