by Crista Hermance | Sep 29, 2026 | Estate Planning, California, Trust
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 | Estate Planning, California, Trust administration, Living Trust
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,... 
by Santiago Olivares | Aug 24, 2026 | Estate Planning, California, Trust administration, Living Trust
Trustees have important duties when managing someone else’s assets. One of those duties involves keeping accurate financial records and providing an accounting when California law requires it. California trust accounting requirements can include information... 
by Santiago Olivares | Jul 20, 2026 | Trust administration, Living Trust, Estate Planning
Choosing a trustee is one of the most important decisions you’ll make when creating a Living Trust. But life changes. Someone who seemed like the perfect choice years ago may no longer be the best person to manage your affairs. If you’re wondering whether...
