Trust Administration After the Death of a Grantor
When a loved one passes away, managing their affairs can feel overwhelming—especially if you’ve been named as the Successor Trustee of a living trust. Understanding trust administration in California is critical to ensuring the process is handled correctly, efficiently, and in compliance with the law.
At Hari Home Solutions, we work closely with trustees, beneficiaries, probate attorneys, and fiduciaries throughout Los Angeles County,Orange County, San Bernadino County and Riverside County particularly when trust-owned real estate must be managed or sold.
What Is Trust Administration After Death?
A Grantor (also known as a Trustor ) is the individual who created the living trust. After the Grantor’s death, the trust becomes irrevocable, and the responsibility to manage the trust passes to the Successor Trustee.
Trust administration is the legal and financial process of:
- Managing trust assets and liabilities
- Following the instructions outlined in the trust document
- Complying with the California Probate Code
- Distributing assets to beneficiaries
Trust assets may include:
- Bank and investment accounts
- Real estate (primary residences, rental properties, vacant homes)
- Retirement accounts
- Business interests
- Personal property
As the trustee, California law expects you to properly interpret and administer the trust.
Make sure to hire a Realtor who is experienced and is well informed about the probate process. We understand that navigating through the death of a beloved family member is difficult, and our objective is not to frighten you or overwhelm you with worry, but instead to inform you so that you can make the best decisions to protect yourself. We are here to help you navigate through the probate process requirements by making the administration of the trust as easy and painless as possible. Call Julie Sharma at (424) 443 9898
