California Trustee Duties

You have been chosen as a Successor Trustee. It is important to know facts on what your duties are if you are chosen as a California Trustee. Know Your Duties When nominated to be a trustee you owe many duties and obligations to the beneficiaries. You are a fiduciary and owe a fiduciary duty to […]
How To Pick A Trustee

What is the role of a Trustee? If you have a trust, you need a trustee. A Trustee is the person who will execute your trust instrument. Many clients believe the trust can act on its own and can make its own decisions. However, a trust is a contract which lays out what is to […]