Serving as a trustee of a California trust can be overwhelming. This is especially true if you are being sued by a creditor. If you are facing this situation, it is important to keep the following tips in mind:

  • Obtain legal help. Any conversations you have with the creditor can be used against you, so it is vital that you immediately contact us for assistance before engaging the creditor. Most trust documents allow a trustee to obtain legal representation when needed, as well as providing for trust funds to be used to pay for the legal expenses incurred.
  • Gather documents. It is important that you provide us with a complete copy of the trust, including any amendments or modifications. We will also need to review any information you have regarding the alleged debt owed to the creditor.
  • Research the history. We need to review a copy of the creditor’s complaint. Also, if there is any evidence of communications between the decedent and the alleged creditor, we need to review it. If you, as the trustee, have communicated with the creditor, we also need to be made aware of what was discussed.

If you have been appointed to administer a trust, you are responsible for completing several tasks, and there is little room for error. Don’t despair, however. We have helped hundreds of people in your situation. Just call to schedule your no-cost consultation: (714) 963-7543. We can minimize your stress, reduce exposure to personal liability and guide you through an orderly process. At The Legacy Lawyers we are dedicated to your peace of mind.