The Trustee Trap That Sends Families to Court
Passing It On: Estate Planning for Families · Michael Pevney
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Show Notes
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If your revocable living trust doesn't have a solid plan for what happens when your chosen trustee can't serve, you're risking court involvement—and all the delays, costs, and headaches that come with probate. In this episode, I explain how trust administration breaks down when backup trustee provisions are missing, and how to build a comprehensive estate plan that actually works. I cover how to name alternate trustees, what trust succession should look like, and why so many DIY estate plans and fill-in-the-blank legal forms create avoidable legal messes in California.
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