I get asked the question a lot that goes something like this: How should you handle a beneficiary who is asking me, the trustee, for paperwork? OR Do I have to give the beneficiary a copy of the bank statements? OR Do I have to give a copy of everything to the beneficiary? The list […]

I have had a law practice focused on trusts, estates and probate since 1994.  I have been involved with some thousands of wills, trusts, and probates during that time.  I am not yet aware of a professional, third party, fiduciary stealing, making errors or generally causing trouble in the administration of a trust or estate. […]

Last week I had a professional fiduciary named as Administrator in one of my probate cases here at the Sacramento county probate Court.  Professional fiduciaries are a great choice to serve as administrator when there is fighting, or potential fighting, between family members. They are licensed by the state and can be bonded. In fact, there is […]