Free Guide
Successor Trustee Duties Checklist
A month-by-month guide through California trust administration.
What’s Inside
- Month 1 priorities: death certificates, the trust document, and the § 16061.7 notice deadline
- Months 2–12: inventory, creditor period, tax filings, accountings, and distribution — in order
- The key deadlines box: the 120-day contest period, the 4-month creditor window, and tax cutoffs
- The specific scenarios where professional help is critical — before mistakes create personal liability
This guide is for general informational purposes and does not constitute legal advice. For guidance on your specific situation, contact Trust Advisor directly.
