QUESTION
as a trustee of a trust in California, what information do I need to convey to beneficiary's with my first contact and how soon
Asked on Jul 25th, 2016 on Trusts and Estates - California
1 ANSWER
Estate Litigation Attorney serving Redlands, CA
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Price Law Firm, APC
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If you are the successor trustee of a trust that became irrevocable upon the death of the settlor, then you will need more than just a letter to the beneficiaries. Hire an attorney to assist you with trust administration.
Answered on Jul 29th, 2016 at 10:07 AM