Successor Trustee Fiduciary Duties Archives - San Jose & Santa Clara County Probate & Trust Real Estate Specialists

Cambrian San Jose Home Sold | Anatomy of the Sale

June 22, 2025 By Kathleen Daniels

Listing this Cambrian San Jose home was strategically timed following the passing of the family matriarch. As the daughter and Successor Trustee of the family trust, significant efforts were required Continue Reading

Successor Trustee | Selling Property in a Trust

March 31, 2024 By Kathleen Daniels

In January 2024, we consulted with the Successor Trustee of their Mother's Living Trust. The successor of trustee had vetted Kathleen Daniels before the consultation and was ready to move to the next Continue Reading

Successor Trustee DIY Eviction Gone Wrong

February 5, 2023 By Kathleen Daniels

Kathleen Daniels, Probate and Trust Real Estate Specialist, received a request for a consultation from a successor trustee in California of their mother’s trust looking for help with an eviction. She Continue Reading

Probate Realtor Declines to Work with Successor Trustee

June 9, 2022 By Kathleen Daniels

This case scenario involves two family members serving as successor trustees of the family trust. Probate Realtor, Kathleen Daniels, explains reasons she may decline to work with an estate Continue Reading

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