California State Bar Board Of Trustees In Santa Clara
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Attorneys as Trustees Attorneys in California are uniquely positioned when it comes to serving as fiduciaries. They do not require additional licensing to serve as trustees, executors, or conservators, unlike other non-relatives.
Who you choose as your executor is completely up to you. Some people choose a family member or close friend to serve as executor. Another option is to choose an attorney or lawyer to serve the executor function.
California was one of the first states to unify its bar (1927). A unified, or integrated bar, means simply that membership is mandatory for all attorneys who are licensed to practice law in the state.
The Contact Center is closed on State Bar holidays. To speak with a representative, please call 800-843-9053 if you are in California. If you are calling from out-of-state, please call 415-538-2000.
Generally speaking, a Trustee (who is not also the Grantor) cannot appoint a Power of Attorney to take over the Trustee's duties or responsibilities, unless this is something that is directly permitted by the Trust Deed or a court order.
First and foremost, trustees in California must meet the legal age requirement. Generally, this means being at least 18 years old. Age serves as a foundational criterion, as it implies a level of maturity and responsibility necessary to manage trust assets effectively.
Attorneys as Trustees Attorneys in California are uniquely positioned when it comes to serving as fiduciaries. They do not require additional licensing to serve as trustees, executors, or conservators, unlike other non-relatives.
The California bar limits complaints for events that occurred within the last five years. The statute of limitations for legal malpractices is one year, generally from the time representation ends.
