Eric Ridley

Eric Ridley is a California estate planning, trust administration, and probate attorney based in Port Hueneme. He founded the Law Office of Eric Ridley after a personal experience watching an inadequate estate plan leave his family vulnerable — a loss that transformed his view of what estate planning must actually accomplish. Eric has been practicing California estate planning and probate law since 2010. He is admitted to the State Bar of California and to the United States District Courts for

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California Successor Trustee Guide

General 22 chapters 15,407 words ~62 min read 5 reads

Someone trusted you with everything, and now the clock starts ticking. As successor trustee in California, you are responsible for winding down a loved one’s revocable living trust, handling deadlines, taxes, creditors, and distributions, all while protecting yourself from costly...

Chapters

1. Introduction
2. Disclaimer and How to Use This Guide
3. How to Use This Guide
4. Chapter 1: Understanding Your Role as Successor Trustee
5. Chapter 2: Your Fiduciary Duties
6. Chapter 3: Accepting the Role — and Whether You Must
7. Chapter 4: California Deadline Calendar
8. Chapter 5: Immediate Steps — The First 72 Hours
9. + 14 more

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