Trust Administration – California Trustee Notification Under Probate Code § 16061.7

$15.00

Ensure Compliance with California Probate Law

This Notification by Trustee Pursuant to Probate Code Section 16061.7 is a crucial document for trustees administering a revocable living trust that has become irrevocable due to the settlor’s passing. Designed specifically for California estate planning and trust administration, this template ensures that trustees fulfill their legal duty to notify beneficiaries and heirs as required by state law.

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Description

What’s Included:

Legally Compliant Notice Template – Fully aligned with California Probate Code § 16061.7 requirements.
Clear Explanation of Rights – Informs beneficiaries of their right to request a copy of the trust and the 120-day contest period.
Customizable Trustee Information – Editable fields for trustee details, decedent’s information, and mailing dates.
Provides Proof of Service – Includes proper service methods and mailing requirements to ensure compliance.

Why You Need This Notice:

Meet Legal Obligations – Ensure compliance with California probate laws to avoid potential disputes.
Protect the Trustee – Providing proper notice helps safeguard against legal challenges and liability.
Prevent Delays – Clearly communicate deadlines and beneficiary rights to facilitate a smooth trust administration process.
Fully Customizable – Available in Word and PDF formats to tailor the notice to your specific case.

📥 Instant Download – Ready to Use & Fully Editable
Ensure a smooth trust administration process—Download your California Trustee Notification today!

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