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Trusts

California Trust Administration Checklist

California Trust Administration Checklist

By phil.l / August 27, 2020 / 0 Comments

When a loved one dies, leaving you trust administrator, you are responsible for the trust trajectory. For many, trust administration is an unfamiliar process with many deadlines and actions that appear overwhelming. To combat confusion, we compiled a checklist to help you manage administering a trust while navigating the California probate code. Step One: Find […]

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Trust Accounting Disputes

Avoiding Trust Accounting Disputes

By legacy.lawyers / August 14, 2020 / Comments Off on Avoiding Trust Accounting Disputes

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Duties of an Executor

The Legal Duties of an Executor

By legacy.lawyers / December 3, 2019 / 0 Comments

It is an honor to be appointed as Executor in a will, though the legal duties of an Executor are weighty, important, and often complex. If you have been named Executor in a decedent’s will in California, an important first step is starting the probate process. This is essential because you have no duties or […]

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How can I protect my father’s trust from my step-mother?

By legacy.lawyers / April 3, 2019 / Comments Off on How can I protect my father’s trust from my step-mother?
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How do I verify if I am a beneficiary of a trust?

By legacy.lawyers / April 3, 2019 / Comments Off on How do I verify if I am a beneficiary of a trust?
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Probate Attorney How do I verify what my mother’s trust is actually worth?

By legacy.lawyers / April 3, 2019 / Comments Off on Probate Attorney How do I verify what my mother’s trust is actually worth?
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My father was determined to be mentally incompetent. Can a trust still be made?

By legacy.lawyers / April 3, 2019 / Comments Off on My father was determined to be mentally incompetent. Can a trust still be made?
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What is a living trust?

By legacy.lawyers / April 3, 2019 / Comments Off on What is a living trust?
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How do the roles of a trustee vs. a successor trustee differ?

By legacy.lawyers / April 3, 2019 / Comments Off on How do the roles of a trustee vs. a successor trustee differ?
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What are the duties of a trustee?

By legacy.lawyers / April 3, 2019 / Comments Off on What are the duties of a trustee?
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