Category: "Trust Administration"

Sending out trust notices can be stressful. Here’s a guide to 16061.7 Trust Notice procedures, plus tips–and when to get a trust attorney.   What is a Probate Code section 16061.7 trust notice? When a trust becomes irrevocable, such as when a person passes away or becomes incapacitated, the acting Trustee of the trust must […]

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When a person passes away and a trust document is in effect, the trust will have to be administered according to the wishes of the settlor (originator) of the trust. Trust administration has many steps in it and often, an attorney is called upon to not only set up the trust, but to administer it […]

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