What is the name of your state? CA
My sister is Trustee of one of my father's (Settlor) trusts. My father died December 30th 2006 in California. This sister is not the executor of his will. What are the steps she must follow, based on California law, to distribute the contents of the Trust? My understanding is that Trusts are not subject to probate so she can follow the terms of the Trust and make the Distributions as described in the Trust. i.e. "At the settlor's death, the trustee shall distribute the remaining trust estate in equal shares to the settlor's then-living children;..." Am I correct in thinking that she can just go ahead and make the distributions without having to wait for a go-ahead from probate court? How does this all work? Thanks for and help on this!
My sister is Trustee of one of my father's (Settlor) trusts. My father died December 30th 2006 in California. This sister is not the executor of his will. What are the steps she must follow, based on California law, to distribute the contents of the Trust? My understanding is that Trusts are not subject to probate so she can follow the terms of the Trust and make the Distributions as described in the Trust. i.e. "At the settlor's death, the trustee shall distribute the remaining trust estate in equal shares to the settlor's then-living children;..." Am I correct in thinking that she can just go ahead and make the distributions without having to wait for a go-ahead from probate court? How does this all work? Thanks for and help on this!