You've Been Named Successor Trustee. Now What?
 
A free 8-page guide for trustees of California living trusts that hold real estate. Your duties, your authority, and how t

Get the FREE guide

Enter your name and email below. The PDF will arrive in your inbox within 60 seconds.

First Name*
Last Name*

By checking this box, I agree by electronic signature to the Electronic Disclosure Consent Agreement; to receive recurring marketing communication from Sam & Teresa Robbins, including auto-dialed calls, texts, and artificial/prerecorded voice messages (message frequency varies; data rates may apply; reply "STOP" to opt-out of texts or "HELP" for assistance); and to the Terms of Service and Privacy Policy of this website. Consent not required to make a purchase. I understand that I can call to obtain direct assistance.

Inside this guide you'll find:
 

How to confirm your authority to act, and the one document escrow companies will require
 

The 120-day clock under Probate Code 16061.7 and why your beneficiary notice must be perfect
  

Why a trust sale is dramatically simpler than a probate sale (and the four ways to tell which one applies)
  

The tax timing decisions that can cost or save your beneficiaries thousands
  

 

Your playbook when beneficiaries disagree, and the one rule that keeps trustees out of court