You’ve been named trustee. Congratulations. And prepare yourself for real work. Being a trustee isn’t honorary. It’s not a title you hang on your wall. It’s a job with legal responsibilities, financial obligations, and personal liability if you mess up. This guide explains what you have to do, what the law requires, and what can go wrong if you don’t take it seriously.
About the Author: Dustin MacFarlane is a California-licensed attorney specializing in estate planning and trust administration. He helps trustees, beneficiaries, and families navigate California Probate Code and protect their interests.