When your loved one’s trust becomes irrevocable in California, who’s entitled to notice-and more importantly, who gets a copy of the trust?
In this video, we explore what the Probate Code says about providing trust documents, why heirs and beneficiaries matter, and how leaving someone just one dollar might actually invite them into your trust administration process.
Plus, we’ll discuss:
• Notices and timing: The 60-day requirement and what “notice” really means
• Heirs vs. beneficiaries: Understanding the difference to avoid confusion
• How to protect the trust’s integrity: Shortening the window for legal objections
• Why some relatives have no legal right to see the trust
If you’re dealing with a recently deceased family member’s trust in California, it’s crucial to follow all the probate court rules to protect yourself and the estate. If you would like personalized guidance for the trust administration process, schedule a consultation at cookmanlaw.com/talk-to-intake-team.
Enjoying these insights? Check out our other videos on the trust administration process to keep things running smoothly. Thanks for watching, and see you in the next video!
Timestamps:
00:00 - Intro
00:43 - What do you need to provide as a successor trustee?
01:36 - Sample notice of irrevocability
03:12 - Determining and notifying beneficiaries
04:18 - Notifying estranged siblings
05:40 - Sending out the notice of irrevocability
05:55 - Do you have to notify people who aren’t beneficiaries?
06:33 - Notes for dealing with disinherited family members
07:13 - How Cookman Law can help
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