E2554 - How a Living Trust Actually Works After Death (Step-by-Step in California)

Episode Summary:
In this episode of Estate of Mind: Law, Legacy & Life with Sunny, host Sean O'Connor is joined by Sunny Rickard, Principal Attorney at Rickard Law, APC, to explore the intricacies of trust administration in California. Sunny provides a comprehensive guide on what happens after a person passes away with a living trust in place. The discussion covers the initial steps for trustees, the importance of securing a death certificate, and the responsibilities involved in managing trust assets. Sunny emphasizes the significance of family meetings to ensure transparency and reduce conflicts. The episode offers valuable insights into...