The Rules of Notification: A Trustee’s Guide to Informing Beneficiaries in California
As a California trustee, understand the 60-day notice rule under California Probate Code 16061.7. Learn the legal notice requirements, how to notify heirs, and what information to provide beneficiaries, including a copy of the trust document. Ensure effective trustee communication and a smooth trust administration process by keeping beneficiaries informed, preventing liability.