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Trust Experience

Trusts & Estates

Trusts & Estates

How to Choose a Trustee (And Why a Professional Trustee Makes Sense)

One of the most important decisions you will have to make when creating a trust is choosing the right trustee. This individual will be charged with administering the trust in accordance with the creation documents, and acting in the best…

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Trusts & Estates

Best Practices for Naming Successor Trustees

When establishing a revocable living trust, it is crucial to follow best practices for naming successor trustees, as this individual will be responsible for managing the trust’s assets and honoring the trustor’s intentions long after their passing. Despite their name,…

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949.501.4800

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619.480.0888

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We’re industry-leading attorneys with over 150 years of collective experience.

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Irvine Location

Trust Experience, Inc.
2601 Main Street, Suite 1200
Irvine, CA 92121
Tel: 949.502.4800
Fax: 949.502.4650
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San Diego Location

Trust Experience, Inc.
9920 Pacific Heights Blvd., Suite 150
San Diego, CA 92121
Tel: 619.480.0888
Fax: 949.502.4650
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Scroll to top
  • Home
  • Meet the Team
    • R. Zebulon Law, Esq., LL.M., CPA
    • Matthew G. Stein, Esq.
    • Shauna R. Anderson, Esq.
  • Our Services
    • Fiduciary Services
    • Trust Administration
    • Probate
  • News & Articles
  • Resources
  • Contact