A Trustee’s Guide to Creating a Complete Inventory of Trust Assets in California
A successor trustee’s guide to their duties, including how to create an inventory of trust assets, find and value property, and ensure proper trust administration.
A Successor Trustee’s Checklist: The First 10 Steps to Take After a Death in California
Named a successor trustee in California? Here are the first steps for a trustee, from the death certificate to notifying beneficiaries.