Trustee’s Duty – What is the Prudent Investor Rule?
Under California trust law, trustees have an obligation to fulfill certain duties. In 1995, California adopted its own version of the Uniform Prudent Investor Act, imposing a prudent investor rule. Learn more here.
Correctly putting together an Inventory and Appraisal
An inventory & appraisal is mandatory and must be put together correctly and filed in every California probate.
Serving as Successor Trustee: Are You Right for the Job?
Your loved one may have appointed you successor trustee of his or her trust. When the time comes to serve, consider carefully before accepting.
Twelve Issues to Be Wary of During a California Trust Administration
Unfortunately, disputes surrounding a California trust administration will lengthen the time and expense needed to wrap up the estate.
Why You May Face Foreclosure During Probate Administration
There are many reasons that a property may face foreclosure during probate. Here are six factors that contribute to the possibility of a default on a mortgage during probate in California.