Help trustees navigate the complex process of administering California trust-owned real estate with this easy-to-follow, professionally designed checklist. This practical guide walks users through the essential steps—from confirming trustee authority and gathering key documents to verifying title, handling affidavits, understanding probate considerations, and preparing for a sale or refinance. It also covers property protection, county assessor notifications, recordkeeping, and when to seek legal counsel.

Designed as a quick-reference resource, this guide simplifies a complicated process into clear, actionable steps while reminding readers that it is for informational purposes only and not a substitute for legal advice.

Perfect for:

• Estate planning attorneys
• Real estate professionals
• Successor trustees
• Probate and trust administrators
• Homeowners managing inherited property

Features:

• Clear 12-step checklist
• Easy-to-read visual layout
• California-specific trust and probate guidance
  • Affidavit of Death Form
  • Certification of Trust Form
• Ideal as a printable handout or digital resource
• Professional design for quick reference

Whether you’re a first-time trustee or a real estate professional assisting clients, this guide provides a concise roadmap for managing California trust real estate with greater confidence.