Roseville, CA estate planning & probate attorney Rick Lebherz talks about trust administration, and what your responsibilities are as a trustee. As a trustee, individuals receive a playbook in the form of the trust document, with each trust having its unique characteristics while still adhering to the overarching California probate code. This code outlines several duties and responsibilities for trustees. The primary objective is to administer the trust for the benefit of the beneficiaries, ensuring proper asset management and reasonable actions. Trustees must exercise sound judgment while following the discretion and other stipulations outlined in the trust document.

Furthermore, there are additional tasks such as notifications, communications, and providing information like accountings. Seeking legal assistance from an attorney is recommended to navigate these responsibilities effectively.