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"I'm the trustee and I don't know what to do next..."

This sounds like it may involve

Trust Administration Attorney

Confidence: high

It sounds like you've been named as a trustee and are unsure about your responsibilities and next steps. Trustees have specific duties—like managing trust assets, keeping beneficiaries informed, and filing tax returns—and the requirements depend on the trust document and California law. A trust administration attorney can help you understand what you need to do and when.

Possible next steps

  • Gather the trust document and any related paperwork (death certificates, asset lists, financial statements)
  • Make a list of questions about your specific duties and timeline
  • Schedule a free consultation with a trust administration attorney to review the trust and your responsibilities
  • Ask the attorney about whether you need help with specific tasks like asset accounting or beneficiary notifications

A licensed attorney can confirm your options. Legal Navigator does not provide legal advice.

Estate & Trusts

“I'm administering a loved one's trust”

Serving as a trustee involves notices, accountings, and distributions. A trust administration attorney can help.

Likely attorney type

Trust Administration Attorney

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Local firms that may handle this

Trust Administration Attorney firms in Sonoma County

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