For California Trustees
You were named Trustee. We'll help you see what comes next.
Signing the Trust was step one. Now there are mandatory California duties, notices, and deadlines — and TrusteeClear organizes each one with the statute beside it, so you always know what the law provides. You don't have to figure this out alone.
California-specific · Statute-anchored · Multilingual
What you get
One next step at a time
No legal jargon, no guessing. See where things stand now and what's coming.
California deadline reminders
Email and text reminders at 7 days, 3 days, and 24 hours so nothing slips.
“Before you act” protection
Thinking about distributing, paying yourself, or selling? Each step opens to the statute it relates to and a consult-counsel notice first — you decide, and a licensed California attorney of your choosing can advise.
Learn as you go
Short, clear lessons explain each duty at the moment it matters.
Upload proof — or just submit a note
Don't have the perfect document? Submit what you know; you never get stuck.
Calm beneficiary communication
Sample wording for the hard questions, so you respond calmly — and a licensed California attorney of your choosing can advise on a legal one.
A protection record
A timestamped record of what you did and what was reviewed — and a closeout binder at the end.
In your language
English, Spanish, French, Haitian Creole, Russian, Ukrainian, and Hebrew (right-to-left).
Your firm gave you TrusteeClear
Backed by your law firm
If a California Estate-Planning firm set you up, your portal is branded as their firm. Your attorneys review the legal steps; TrusteeClear keeps everything organized between you and them.
No lawyer handling it?
For DIY & online Trusts
If the Trust was set up online (LegalZoom, Trust & Will) or the drafting attorney is no longer involved, start free — we'll explain your role in plain language, and everything you organize is ready to bring to a licensed California attorney of your choosing.
See Trustee pricing →Built on real fiduciary experience
Created in consultation with a third-generation South Florida Estate-Planning firm — 45+ years guiding families through Trust and successor-trustee administration.
That hard-won judgment is built into every step: the deadlines that actually matter, the clear step-by-step guidance, and exactly when a California attorney should weigh in. The result is a clearer, calmer path through a role most people take on only once — for the clients you served yesterday and the ones you'll serve tomorrow.
Take the first step — it's free.
A few short questions tell you what your California Trustee role requires. Nothing is filed or sent without your say-so.