Successor Trustee

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• Walnut Creek

What to Do in the First Thirty Days After Someone Dies in California — A Practical Guide for Families

The first days after a death do not feel like the days that came before.…

• Cash Access
• Elder Law
• Estate Planning
• Funeral Planning
• Joint Accounts
• Podcasts
• Probate
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203: Estate Planning Misses: How to Make Cash Available Immediately After Death

• Elder Law
• Estate Planning
• Financial Planning
• Incapacity Planning
• Podcasts
• Power of Attorney
• Trust Administration

199: Your Power of Attorney Is Valid—So Why Won’t Anyone Accept It?

• Beneficiaries
• Estate Administration
• Estate Planning
• Succession Planning
• Successor
• Trust Administration
• Trustee
• Trusts
• Uncategorized

Is a Professional Trustee the Right Fit for Your Estate Plan?

• Beneficiaries
• Beneficiary Designation
• Decision-Making
• Estate Planning
• Heirs
• Incapacity Planning
• Succession Planning
• Trustee
• Wills

The Do’s and Don’ts of Discussing Your Estate Plan This Holiday Season

As the cooler weather dawns upon us, we cannot help but feel the nostalgia of…

• Estate Planning
• Podcasts
• Professional Fiduciary
• Succession Planning
• Trustee

150: Third-Party Trustees: A Smart Choice for Your Estate Plan?

• Estate Planning
• Executor
• Family Transition
• Podcasts
• Trust Administration
• Trustee
• Trusts

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

• Distribution of Assets
• Estate Planning
• Incapacity Planning
• Podcasts
• Succession Planning
• Trust Administration
• Trustee

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

• Asset Protection
• Beneficiaries
• Estate Planning
• Incapacity Planning
• Podcasts
• Trustee
• Trusts

090: Choosing a Trustee – How to Get It Right