Bring authority, assets, people, and decisions into one process.
The governing instrument is central to trust administration. Section 16000 frames the administration duty, while specific statutes address duties such as loyalty and accounting. This resource is a starting point for organizing questions, not a complete administration checklist.
California Probate Code § 16000Duty to administer · Official legislative sourceCalifornia Probate Code § 16062Trust accounting · Official legislative source
Practical documentation steps
These are suggested organizing practices, not a complete statement of legal requirements.
- Confirm the governing documents and authority.
- Build an inventory and a professional contact list.
- Track decisions, unresolved issues, and supporting records.
A question for your professional
Which parts of the workflow apply to this trust at its current stage?
Know the limits
Applicability depends on your role, the governing documents, the facts, and current law. Trust examples should not automatically be applied to estates or other engagements. Federal tax, other-state law, and court-specific issues may require separate research and advice.