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The First Step: Notifying Heirs & Beneficiaries
One of the most important steps in the trust administration process is notifying heirs and beneficiaries of the trustor’s death. You have 60 days to notify them—if done correctly, they will then have 120 days to contest the trust. If there are no contests in that period, all heirs and beneficiaries forfeit their right to contest the trust.
Here’s what happens if you fail to notify the beneficiaries:
California law stipulates that without a valid notification, the trust will be subject to legal contest for four years. That’s four years of vulnerability that no trustee wants to deal with. Keep in mind: notifying family members is only the first step.
Trust administrators can also assist with:
- Ensuring assets left out of the trust avoid probate
- Filing a simple petition to include intended assets in the trust
- Transferring control of the trust to a new trustee quickly and easily
- Helping the successor trustee settle the debts and taxes of the trustor
If you’re interested in having a seasoned estate planning attorney to assist with your trust’s administration, call (855) 747-6225 for a free phone consultation.
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