trust administrators

The Guide to Trustee Succession and Resignation

Trustee succession is the process by which a new trustee takes over the role of managing a trust. Trustee succession may occur when a trustee passes away, becomes incapacitated, resigns, declines, or is removed from the position. What is trustee succession? The term “trustee succession” refers to the process of having a new “successor” trustee […]

The Guide to Trustee Succession and Resignation Read More »

California Probate Code trustee duties explained

California Probate Code Trustee Duties Explained

What are the duties of a trustee in California? California Probate Code outlines Trustee Duties quite clearly. And now, we’re going to make it even clearer. First off, let’s define some popular terms: What is a trust? A trust, or living trust, is a document designed to help families avoid legal process, probate, after a

California Probate Code Trustee Duties Explained Read More »

Contesting or disputing a will in Los Angeles, San Diego, Orange County, Kansas City

The Definitive Guide to Contesting a Will

Glossary  Beneficiary – An individual or entity identified in a will as being entitled to receive benefits from the estate. Heir – An individual who is entitled to receive a share of assets in the event of the testator’s death based on state laws. Intestate succession – The legal process for guiding the distribution of assets based on

The Definitive Guide to Contesting a Will Read More »