Watch: How to Choose a Trustee for Your California Trust
In this short video, our Carlsbad estate planning attorneys explain how to choose a trustee in California to help ensure your wishes are carried out smoothly and your loved ones are protected.
Key Takeaways
- What a trustee actually does
- Who should you pick — family, professional or hybrid?
- Questions you should ask your prospective trustee
- How to choose a trustee for your Caliornia Revocable Living Trust
Prefer to Read?
Read our full article on Choosing a Trustee in California
Why these takeaways matter to Californians:
In California — and particularly in San Diego County where families often combine significant assets, real estate and multigenerational planning — your choice of trustee can mean the difference between a smooth transition and a costly, drawn-out dispute. By preparing ahead, you give your family confidence, protect your legacy and reduce stress.
Work with Opelon LLP
Have Questions About Choosing a Trustee?
Our Carlsbad estate planning attorneys can help you navigate the trustee selection process — from defining your goals and evaluating candidates to drafting the trust documents and providing ongoing support.