The Flanigan Law Group, A Professional Corporation
Call Our Irvine Office Today
Click Here To Call Now
Local: 949-450-0041
Toll Free: 800-732-2413

Trust Administration Archives

Resigning or removing a trustee in California

For a trustee, being legally responsible for managing, investing, and distributing trust assets can be a daunting task, especially since the trustee is also legally liable should any breach of fiduciary duties occur. Consequently, if you are a trustee who wishes to resign or a beneficiary who wishes to remove a certain trustee, you have to act according to the guidelines dictated by California's trust laws.

The duties of a trustee in California

When people set up trusts, they name trustees who will be responsible for administering the trust according to its terms. It is important for California trustees to understand their duties and to execute them correctly. Trustees who do not believe that they will be able to effectively fulfill their legally required duties on their own might want to consider getting professional help or stepping down so someone else can assume the role.

What are the steps in the trust administration process?

If you've been named as a trustee, you have an important role to play in the administration process. It is your responsibility to carry out the administration of the trust, including gathering assets and distributing them to their intended beneficiaries.

What kind of trust should I utilize?

Many people are intimidated by the prospect of using trusts, a somewhat-ironic fact since the very name should endear people to them. A trust is an estate planning tool that allows someone to give up their asset to another person (the trustee) who then holds on to and maintains the asset under the guise of the trust until the ultimate beneficiary or heir can assume control and ownership of it.

Learn How We Can
Help You

Send Us An Email

How May We Help You?Send Us An Email

Bold labels are required.

Contact Information

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.


Privacy Policy

15615 Alton Parkway
Suite 450
Irvine, CA 92618

Toll Free: 800-732-2413
Fax: 949-271-6346
Map & Directions