Trust Administration
The administration of a trust in California is subject to various requirements under the Probate Code. As such, it is important for a trustee to understand his or her duties not only under the trust document itself, but under California law. Because a trustee is serving in a fiduciary capacity, he or she is responsible for managing the trust according to its terms and treat all beneficiaries fairly and impartially.
Further, it is often the case that the serving trustee is also a family member or friend of the decedent and coping with an emotional loss. Therefore, it is crucial for a trustee to have proper legal support and guidance to help him or her handle the required administrative tasks and minimize feeling overwhelmed.