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CA Trust Notification Requirements

California Trust Notification Requirements

North Hills Trust Administration Attorney Can Help You with Estate Planning and Administering a Trust

When a trustee first steps into the position of overseeing and administering a trust, one of the first things he will have to do will be to notify the beneficiaries of the trust. In California, there are strict timeframes within which these notices must be sent out, and the notices themselves must include some specific information regarding the trust.

If a new trustee doesn’t meet the California trust notification requirements fully, he runs the risk of breaching his fiduciary duties and possibly having to deal with some serious legal action being taken against him.

At the Law Offices of Darrell C. Harriman, I am thoroughly knowledgeable about all California trust notification requirements, and am skilled at assisting trustees in complying with them. When trustees rely on me to represent them, they can count on receiving superior representation for all of their trust administration needs.

California Trust Notification Requirements: Notifying Trust Beneficiaries

Under California law, trustees are required to formally notify the beneficiaries of a trust when any significant changes to the trust have transpired. Specifically, these trust notification requirements can come into play when:

When sending notices to beneficiaries, here’s what trustees should generally be aware of:

  • A notice regarding the trust and the beginning of the trust administration period must be sent to all of the people named as beneficiaries of the trust.
  • These notices must be sent out within 60 days of the date of the death that caused the change in the trust or initiated the trust administration period.
  • A standard legal warning must be included with each mailed notice.
  • A complete copy of the terms of the trust must be sent to any and all beneficiaries who request it.
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What Sets Darrell C. Harriman Apart?

Helping Clients With Their Since 1980
  • Practicing Since 1980

    I have over four decades of helping my clients through the legal process.

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  • Proactive Representation

    As a seasoned attorney, I work to anticipate any issues you may face in your case.

Contact a Mission Hills Trust Administration Lawyer at the Law Offices of Darrell C. Harriman

Do you need help administering a trust? If so, the experienced San Fernando Valley trust administration attorney at the Law Offices of Darrell C. Harriman is here to help you. Since 1980, I have been dedicated to providing clients with personalized, highly responsive service, as well as superior representation for their important legal matters.

I provide the highest quality legal services to clients throughout the San Fernando Valley, Simi Valley, North Hills and the greater Los Angeles area.

To learn more about how a trusted lawyer can help you, contact my firm by calling (818) 892-7093 or by filling out the contact form on this page.

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