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Avanti Centrae, REALTOR #01745272
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California Trust Process

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Trust administration is often ignored after death. The thought is that a living trust avoids probate and therefore no attorney is required.  This is simply not true in most cases. This blog post explains why.

Here is an overview to ten crucial steps in the California trust administration process. While not mandatory in every case, they should be discussed with your attorney.


10 Steps of the Trust Administration Process

1) Lodge the will (typically a “pour over” will) with the Court in the county the decedent resided in.
2) Send California Probate Code 16061.7 NOTICE to all heirs at law and everybody named in the trust.
3) Gather asset information and prepare an inventory.
4) Gather creditor information and prepare a list for notice.
5) Open probate Court file to accept creditor claims.
6) Publish in local newspaper to notify potential creditors.
7) Send notice to potential creditors including Medi-Cal (the Department of Health Services).
8) Open a trust bank account.
9) Hire an accountant and Realtor.
10) Sell assets (after giving proper notice) if they should be sold.

If you're the successor trustee, here's a thorough article on how to settle a revocable trust after the trustmaker dies. You can also contact Avanti for referrals to local attorneys who can walk you through the process.

M E E T   T H E   R E A L T O R   I N   Y O U R   C O R N E R

Avanti Centrae

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Avanti Centrae - Associate Broker
Probate & Trust Property Specialist

It takes more than a license to provide five-star customer service

  • Efficient and Reliable, Dedicated and Compassionate

  • Local - lived in Nevada County since 1999 and Greater Sacramento area since 1990

  • 20 years in the real estate industry

  • Gift for getting tasks done - FAST 

  • Smart, tough negotiator who goes The Extra Mile

  • Well connected with attorneys, appraisers, estate sale experts and contractors

  • Always happy to help

  • Gives back to community through 1:1 Meditation coaching

  • Has fun writing award-winning books




for fastest service, call or text now 530-591-3669
or email home details for a price opinion
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