Orange County California

Trust Attorneys


For trustees who are serving alongside others during a trust administration, co-trustees must be aware of certain, unique duties. In addition to the standard duties of a trustee of a trust, co-trustees must take reasonable steps if they suspect a co-trustee of breaching the trust. In addition, the trustee must compel their co-trustee to resolve any such breaches of trust. What should you do if you find yourself in this type of situation?

Consider taking the following actions if you suspect a co-trustee of breaching the trust:

  • Contact an experienced Anaheim trust attorney. Actions that you take or refrain from taking as a co-trustee could affect your own personal liability and should not be taken lightly.
  • Obtain a copy of the trust instrument and all amendments.
  • Gather supporting documentation that demonstrates the breach of trust.
  • Obtain any supporting documentation that shows your attempt to resolve the breach of trust.
  • Meet with your attorney to discuss whether legal action is necessary.

For trustees implementing a trust in Anaheim, it is vital to seek guidance from a knowledgeable legal professional in order to protect the trust assets and the trustee’s own personal liability. To learn more about the implementing of a trust plan and serving as a co-trustee, view our free guide, Understanding the Revocable Living Trust – In Language that Anyone Can Understand in 8 Minutes. The experienced Anaheim trust lawyers at the Law Office of James F. Roberts & Associates, APC, are pleased to offer you a consultation. Call our office today at (714) 282-7488.

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