by Santiago Olivares | Oct 6, 2026 | Trust, Inheritance, Living Trust, California, Estate Planning
Many beneficiaries wonder whether they can require a trustee to distribute assets immediately after a loved one’s death. In California, the answer depends on the circumstances. Trustees have legal duties that must often be completed before distributions occur.... 
by Santiago Olivares | Oct 6, 2026 | Trust, Living Trust, Trust administration, California, Estate Planning
A trustee has important legal duties during trust administration, including providing certain information to beneficiaries. If a trustee is not communicating with beneficiaries, that does not automatically mean wrongdoing has occurred. However, prolonged silence,... 
by Crista Hermance | Sep 29, 2026 | Trust, California, Estate Planning
Artificial intelligence can be a useful tool for learning about estate planning, organizing information, and preparing for conversations with an attorney. However, AI cannot replace personalized legal advice or ensure that estate planning documents comply with... 
by Crista Hermance | Sep 29, 2026 | Trust, California, Estate Planning
Yes, multiple trustees can administer a trust together in California. These individuals are commonly known as co-trustees. While appointing multiple trustees can provide additional oversight and shared decision-making, it can also create practical challenges if... 
by Crista Hermance | Sep 23, 2026 | Trust, Inheritance, Probate, California, Estate Planning
It is possible to refuse an inheritance in California. The legal process is known as a disclaimer. By properly disclaiming an inheritance, a beneficiary can decline property, money, or other assets they would otherwise receive. However, specific legal rules apply, and... 
by Santiago Olivares | Sep 23, 2026 | Trust, wills, Estate Planning
Many homeowners ask,”Do I need a trust or just a will?” In California, a will alone often does not avoid probate. For many Westlake Village homeowners, a living trust, durable power of attorney, and advance healthcare directive provide greater protection,...
