{"product_id":"hey-youre-the-successor-trustee-now-your-friendly-guide-to-administering-a-trust-in-california-step-by-step-checklists-sample-letters-tax-tips-paperback","title":"Hey, You're the Successor Trustee Now: Your Friendly Guide to Administering a Trust in California: Step-by-Step Checklists, Sample Letters, Tax Tips, - Paperback","description":"\u003cp\u003eby \u003cb\u003eKristi M. Day\u003c\/b\u003e (Author)\u003c\/p\u003e\u003cp\u003e\u003c\/p\u003e\u003cp\u003e\u003cb\u003eHey, You're the Successor Trustee Now\u003c\/b\u003e is the calm, practical companion no one wants to need-and everyone in California eventually does.\u003c\/p\u003e\u003cp\u003eSomeone you loved named you successor trustee. Now they're gone, the trust is irrevocable, and you're staring at a stack of papers, bills, family questions, and a 60-day legal deadline. You don't have to be a lawyer. You just need a clear path.\u003c\/p\u003e\u003cp\u003eThis friendly California guide walks you through the real work of administering a revocable living trust after death-without the jargon or the panic.\u003c\/p\u003e\u003cp\u003e\u003cb\u003eInside you'll find: \u003c\/b\u003e\u003c\/p\u003e\u003cul\u003e\n\u003cli\u003eA first-year master timeline so you know what happens in weeks 1-2, the critical 60-day notice window, months 3-6 (taxes and property), and the finish line\u003c\/li\u003e\n\u003cli\u003eThe \"Don't Panic\" 14-day checklist: death certificates, locating the trust and any Personal Property Memorandum, securing assets, Acceptance of Trusteeship, Certification of Trust, EIN, and the new trust bank account\u003c\/li\u003e\n\u003cli\u003eHow to send the required Probate Code  16061.7 notice the right way (certified mail, what it must say, who must receive it, and why email alone usually isn't enough)\u003c\/li\u003e\n\u003cli\u003eInventorying and marshalling assets-including assets that never made it into the trust (Small Estate Affidavit, Heggstad petition, or probate)\u003c\/li\u003e\n\u003cli\u003ePaying debts and expenses without mixing funds or using a Power of Attorney that already ended at death\u003c\/li\u003e\n\u003cli\u003eTaxes in plain English: final 1040\/540, trust 1041\/541, the $15 million federal exemption, full community-property step-up, and Prop 19 reassessment\u003c\/li\u003e\n\u003cli\u003eRecord-keeping and accountings that protect you\u003c\/li\u003e\n\u003cli\u003eTalking with beneficiaries without starting a war\u003c\/li\u003e\n\u003cli\u003eManaging or selling real estate and investments under the Prudent Investor Rule\u003c\/li\u003e\n\u003cli\u003eExtra chapters for minors (HEMS standard, age gates, conditions) and special-needs sub-trusts (SSI, Medi-Cal, never handing cash)\u003c\/li\u003e\n\u003cli\u003eHow to distribute, close the trust, and-if the role is simply too much-step down gracefully with sample resignation and acceptance letters\u003c\/li\u003e\n\u003c\/ul\u003e\u003cp\u003eEvery chapter ends with a printable checklist. The bonus section gathers the templates: expense tracker, asset inventory, sample 60-day notice, Notice to Creditors, status-update letter, Acceptance of Trusteeship, and a short glossary.\u003c\/p\u003e\u003cp\u003eWritten by a California Living Trust Advisor who has sat at kitchen tables with families just like yours, the book answers the questions people actually ask: \"Can I Venmo everyone right away?\" \"Do I have to be perfect or I'll get sued?\" \"What if a beneficiary is furious?\" \"Can I just pay the credit cards and be done?\"\u003c\/p\u003e\u003cp\u003eThis is not legal advice. It is a warm, step-by-step map so you can grieve, stay organized, protect yourself, and carry out the wishes of the person who trusted you.\u003c\/p\u003e\u003cp\u003eOpen it to the chapter you need today. Take the next small step. You're not alone.\u003c\/p\u003e\n            \u003cdiv\u003e\n\u003cstrong\u003eNumber of Pages:\u003c\/strong\u003e 106\u003c\/div\u003e\n            \u003cdiv\u003e\n\u003cstrong\u003eDimensions:\u003c\/strong\u003e 0.25 x 9 x 6 IN\u003c\/div\u003e\n            \u003cdiv\u003e\n\u003cstrong\u003ePublication Date:\u003c\/strong\u003e September 28, 2026\u003c\/div\u003e\n            ","brand":"BooksCloud","offers":[{"title":"Default Title","offer_id":67712089784416,"sku":"9798998158308","price":39.32,"currency_code":"USD","in_stock":false}],"thumbnail_url":"\/\/cdn.shopify.com\/s\/files\/1\/0598\/1922\/9280\/files\/5DsgJTwCCw9798998158308.webp?v=1793307402","url":"https:\/\/bijoucc.myshopify.com\/products\/hey-youre-the-successor-trustee-now-your-friendly-guide-to-administering-a-trust-in-california-step-by-step-checklists-sample-letters-tax-tips-paperback","provider":"CARIBBEAN CONNECT","version":"1.0","type":"link"}