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Funeral expenses can be paid from an estate, but what if you paid first? Learn about trustee reimbursement and California trust fund rules. Get the facts now.

What is a trustee reserve? In a trust administration, a “reserve” is money that the trustee retains until certain [...]

Get clear answers on the distribution of trust assets to beneficiaries in California, including your rights, timelines, and what to expect as a beneficiary.

https://youtu.be/0UL6qsSon1s   Trust Accounting Trust accounting is a detailed record, a financial story, that includes information about [...]

https://youtu.be/DTzcsW8dlL0 How to Pay Bills As a Trustee As a trustee, you've taken on many important tasks. You can handle [...]

A trust appraisal is crucial for fair asset valuation and estate planning. Learn the 4 key reasons for appraising trust assets to ensure accuracy. Get the facts now.

https://youtu.be/47iLDA5OBnI For most Trustees, the time will come where you must liquidate assets. What is liquidating assets? It’s just [...]

A successor trustee must collect assets left outside a trust. Learn how to handle bank accounts using a small estate affidavit or probate. Get the steps now.

An account trustee's guide to managing bank accounts and investments. Learn the steps for collecting assets and handling joint or POD accounts. Read our guide now.

A personal property trust helps manage assets without a title, like furniture or jewelry. Learn how it works to protect your belongings. Read our simple guide.