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Trustee liability and how to protect yourself | San Diego probate

Kim Ward
July 3, 2024
probateandtrusthelp.webflow.io/post/trustee-liability-and-how-to-protect-yourself-san-diego-probate

Introduction

Are you a trustee managing an estate in San Diego? Understanding your liability and how to protect yourself is crucial. In this comprehensive guide, we break down the essential aspects of trustee liability and why it's critical to act in the best interests of the estate and its beneficiaries.

Discover the importance of detailed recordkeeping, acting in good faith, and adhering strictly to the trust document. With real-life examples, you'll see how consulting a trust attorney can prevent costly mistakes.

Whether you're new to the role of trustee or have experience managing estates, this video provides essential information to help you fulfill your duties while safeguarding yourself from potential legal and financial risks.

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