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Law Offices of Roshni T. Desai
Long-term Planning For Orange County
714-955-4137

March 2019 Archives

When an executor of a will may be removed from office

Perhaps your loved one spent a great deal of time and thought choosing the personal representative, or executor, of his or her California estate. However, now that the probate process has begun, you are seeing warning signs that this person is not the right one for the job. At the Law Offices of Roshni T. Desai, our legal team often provides advice to beneficiaries during probate and beyond.

Are you breaching your fiduciary duty?

If you agreed to be the executor of someone’s California estate or the trustee for a trust someone set up, this makes you a fiduciary. FindLaw explains that as a fiduciary, you must act in the best interests of the estate or trust and its ultimate heirs or beneficiaries. You may not and must not act in your own interests.