Articles in this section illustrate some of the more important issues involved in administering an estate upon the death of a loved one.

Handling a Probate in California

Trust Administration for a Single Person

Advantages of an A-B Trust for a Married Couple in California

Trust Administration Upon Death of First Spouse

Trust Administration Upon Death of Surviving Spouse

Duties of a Trustee of an Irrevocable Trust

Allocating Assets to Subtrusts Upon the Death of the First Spouse

Irrevocable Trusts: Memorandum to the Settlor and the Trustee

Your Duties as Personal Representative: Guidelines for Executors and Administrators

Your Duties as Trustee during the Settlor's Incapacity: Guidelines for Trust Administration

Your Duties as Trustee after the Settlor's Death: Guidelines for Trust Administration

Post-Mortem Estate Planning: A Second Chance

Fiduciary Inventory and Accountings: Preparing Accountings for Court Approval

Post-Mortem Trust Administration Deadlines

Experiencing the Family Trust: A Widow's First-Person Account of Trust Administration Following the Death of Her Husband