Free California Trust Administration Checklist

The California Trust Administration Checklist

A free step-by-step guide to administering a California trust after a death, in the order the work actually happens.

The one deadline California imposes early, and what happens if you miss it

The assets that cause the most trouble, and why

What has to be finished before anything can be distributed

What to bring to your first meeting with an attorney

Get the free checklist

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What is inside

Ten pages, drawn from the work of an active California trust administration practice.

The early deadline

The 60-day notice California requires of every trustee, who it goes to, and why serving it wrong keeps the door open for a challenge.

Assets left outside the trust

What to do when the settlor never transferred the house or an account, and when probate can be avoided entirely.

Before you distribute

Debts, taxes, property tax, and the records that protect a trustee from personal liability later.

Who this is for

You have just been named successor trustee and do not know where to start
You are partway through and worried you have missed something
You want to understand the role before deciding whether to take it on alone
You are helping a parent or family member who is serving as trustee

Michael Amichai

Amichai Law, APC is a California trust administration practice serving successor trustees throughout the state. The checklist is built from the same work the firm does for its clients every week.

Consultations are by video or phone, so it does not matter where in California you are.