Keep Them in the Loop: The California Trustee’s Duty to Provide Notice

When you accept appointment as a trustee of an Anaheim trust, you agree to take on certain duties and obligations. These responsibilities include providing notice to beneficiaries, interested parties, and others where indicated in the trust document or called for under California law. In order to ensure that you are fulfilling all of your obligations as a trustee relating to providing notice, it is important to seek guidance from an experienced Anaheim trust lawyer.

When notice is required relating to a trust, the letter must contain the language that is specified under California law. This includes advising recipients that they have 120 days in which to contest a trust, as well as advising recipients that they are entitled to request a copy of the trust instrument. When notice is sent to a county assessor, it must state whether or not the property is subject to reassessment for real estate tax purposes. In cases of irrevocable trusts, the name and address of the new trustee must be provided.

In general, to whom should the Anaheim trustee provide notice?

  • Provide notice to anyone who has or may have an interest in the trust assets.
  • Provide notice to the heirs-at-law of the deceased. This is determined by California law.
  • Provide notice to the county assessor in any county in which there is real estate owned by the trust.
  • Provide notice to the beneficiaries of trust for trusts that are already irrevocable.

Our free guide, Understanding the Revocable Living Trust – In Language That Anyone Can Understand in 8 Minutes, provides additional information about how a trust works. Our office of experienced Anaheim trust attorneys can offer further guidance to ensure that you carry out your role as trustee successfully. Call our office today at (714) 459-5481 for a consultation.

James F. Roberts
Founder and owner of the Law Office of James F. Roberts and Associates, a premiere estate planning law firm
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