by Santiago Olivares | Oct 6, 2026 | Living Trust, Trust, Inheritance, 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 | Living Trust, California, Estate Planning
The most common estate planning mistakes include waiting too long to create a plan, relying solely on a will, failing to update beneficiary designations, forgetting to fund a trust, and neglecting incapacity planning. For many Oxnard families, these oversights can... 
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 Santiago Olivares | Sep 23, 2026 | Living Trust, Trust administration, California, Estate Planning
One of the first questions many trustees ask is what documents needed for trust administration should be gathered after a loved one’s death. In California, trustees typically need the trust agreement, death certificate, asset statements, deeds, tax records,...
