Trustee Responsibilities: How to Sell a House in a Trust

If you’ve been named trustee of a loved one’s estate, selling the family home can feel like a big responsibility. In this video, we share a clear step-by-step guide to help trustees in California understand the process of selling a house in a trust.

You’ll learn how to confirm your authority in the trust document, secure and protect the property, keep beneficiaries informed, and gather the right documents like death certificates and tax statements. We also cover how to prepare and market the home, review offers fairly, and make sure debts and taxes are handled before distributing funds.

Being a trustee doesn’t mean you have to figure it all out alone. With the right guidance and professionals, you can protect yourself, keep the process smooth, and fulfill your duties with confidence.