How to Communicate with Beneficiaries as Trustee “My mother died a year ago. I still haven’t heard anything regarding the…
Daniel Hunt
How to Locate Estate Assets When a loved one dies and you are the named Successor Trustee or Executor, you…
Registration open: Preparing for Death from A to Z Webinar A recent New York Times article stated that 400,000 more…
Understanding Your Duties as a Trustee As a new trustee, one of your first questions might be: What exactly are…
How to Take a Trustee Fee in California Serving as a trustee can be a time-intensive job. If you’re a…
How to Get Reimbursed as Trustee Picture this: A family member or friend has passed away. You know they created…
Lately, we’ve had numerous clients calling us with questions regarding California’s Proposition 19 and how it could affect their…
