LEGAL GUIDE
Written by attorney William F. Bernard

DUTIES OF A SUCCESSOR TRUSTEE FOLLOWING THE DEATH OF THE SETTLOR

California Trust Law, in general, provides that a trustee of a revocable trust owes fiduciary duties to the person who holds the power to revoke, typically the Settlor, as well as to contingent remainder beneficiaries. Here's what to do when the Settlor passes:

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