Trustee vs. Executor: What’s the Difference?

They can be, but whether they should depends on the circumstances. It is common for individuals to nominate the same person to serve as both executor of their will and trustee of... Read more »

Does an Executor Get Paid in California?

Yes. An executor is entitled to compensation even if they are also a beneficiary of the estate. This is because executor compensation is separate from an inheritance and is paid in exchange for... Read more »
Can an Executor Sell a House Without Beneficiaries Approving?

Can an Executor Sell a House Without Beneficiaries Approving?

While an executor may refuse to sell a house if the will explicitly forbids it or if selling the property would not serve the best interests of the estate or its beneficiaries,... Read more »
Can I Stop My Niece from Removing Me as Executor of Her Mother’s Will? A California Estate Planning Guide

Can I Stop My Niece from Removing Me as Executor of Her Mother’s Will? A California Estate Planning Guide

This article addresses a common question faced by California residents navigating family estate matters: what to do when a beneficiary wants to remove you as executor of a loved one’s will. Source:... Read more »
Can a Trustee Be Removed? Understanding Young v. Hartford and Your Rights as an Executor

Can a Trustee Be Removed? Understanding Young v. Hartford and Your Rights as an Executor

If you’ve been named as an executor or personal representative in California, you’re likely facing complex legal responsibilities that can feel overwhelming. One question that frequently arises during trust administration is: “What... Read more »
Can I Be Disqualified as Executor Before I’m Even Appointed? What the Estate of Bodmann Case Means for You

Can I Be Disqualified as Executor Before I’m Even Appointed? What the Estate of Bodmann Case Means for You

If you’ve been named as an executor in a loved one’s will, you might think your role begins once the court officially appoints you. But a recent California appellate decision proves that... Read more »
How Much Does It Cost to Remove an Executor?

How Much Does It Cost to Remove an Executor?

It is impossible to definitively say what the cost of removing an executor of an estate would be, as there are many factors that could play a role in how much such... Read more »
Can an Executor Withhold Money From a Beneficiary?

Can an Executor Withhold Money From a Beneficiary?

Yes, once all estate disputes have been resolved and debts have been paid, the executor is required to file a final accounting and a petition for final distribution with the probate court.... Read more »
What an Executor Cannot Do

What an Executor Cannot Do

To officially serve as an executor, you must be formally appointed by the court at the initial probate proceeding. Until then, you are simply a nominee with no legal authority over the... Read more »