Trust Administration Attorney Serving Roseville And Across California
Last updated on October 5, 2026
Becoming a trustee or learning you are a trust beneficiary often happens during one of the most difficult moments of your life. In most cases, no one hands you a guide on what to do or what to expect next. At Law Office of Matthew D. Scott, we understand that the process can feel overwhelming before it even begins. Our team takes the time to listen carefully to your situation and explain your options in plain terms, so you can move forward with clarity and confidence.
Who Administers A Trust?
A trustee is the person or entity responsible for managing and distributing a trust’s assets according to the trust document. The person who created the trust, known as the settlor, typically selects the trustee by naming that person within the trust itself.
In many cases, the grantor names a family member to serve as trustee. However, the grantor may also name a close friend, a professional fiduciary or a financial institution. The right choice often depends on the complexity of the trust and the assets it holds.
What Are The Duties Of The Trustee?
A trustee carries significant legal and financial responsibility. California law requires the trustee to carry out the following duties:
- Locate and secure trust assets
- Notify beneficiaries and provide required trust information within 60 days
- Manage and invest assets prudently
- Keep accurate and complete records
- Pay valid debts and expenses
- File required tax returns
- Distribute assets as the trust directs
Failing to carry out these duties can expose the trustee to personal liability.
What Are The Rights Of The Trust Beneficiaries?
Beneficiaries hold meaningful protections under California law. As a beneficiary, you have the right to:
- Receive notice: The trustee must inform you that the trust exists and that you are a named beneficiary.
- Request information: You are entitled to a copy of the trust and regular accountings of trust activity.
- Receive proper distributions: The trustee must distribute assets according to the trust terms and timeline.
- Challenge conduct: You may petition the court if the trustee fails to meet a legal duty.
If you believe a trustee is not honoring your rights, you have legal options.
Let An Experienced California Trust Administration Attorney Clear The Path
Trust administration does not have to leave you guessing. Our team has prepared more than 2,500 estate plans for California families, and we know the trust administration process from the inside out. Call our office at 916-894-8632 or reach out to us online to schedule a consultation.