Executor and Trustee Guidance for Petaluma Residents

Start by identifying your role and the source of authority

Being named in a will does not, by itself, make you the estate’s court-appointed personal representative. A will may nominate an executor, but the probate court appoints the personal representative. For a trust, administration depends on the trust’s terms and how assets are owned.

Before taking steps on behalf of an estate or trust, gather the document that names you and any court papers or trust records you already have. Ask counsel to help distinguish what you are authorized to do now from what may require an appointment, review of the trust, or further court involvement.

Understand the difference between probate and trust administration

Executor and trustee are not interchangeable roles. A nominated executor’s authority is connected to probate court appointment. A successor trustee’s work is governed by the trust terms and the ownership of the assets being administered.

Trust administration is not always entirely outside court. Trust matters can require court involvement when there are disputes or questions about interpretation. The practical path therefore depends on the documents, the assets, and whether an issue needs a court decision.

Prepare records for a virtual consultation

A focused consultation is easier when the documents and questions are organized. Before meeting remotely, collect what you have; do not delay asking for guidance simply because some records are missing.

• The will, trust, and any amendments or related documents available to you.
• Any court appointment papers, case correspondence, or hearing notice you have received.
• A preliminary list of assets and debts, with any records showing how an asset is titled or held.
• A short timeline of important events, including deaths, notices, disagreements, or actions already taken.
• The names and contact details of beneficiaries, co-fiduciaries, and other people involved, plus the questions you want answered.

Use Sonoma County court information only for an existing court matter

If you already have a probate case, Sonoma County Superior Court publishes a probate calendar with hearing categories and department information. Check the current date, department, and case instructions for your matter. A general calendar is not a personal hearing notice, so do not rely on it alone to determine what you must attend or do.

For a consultation, bring any case-specific notice or instructions you received. If you are unsure whether a document is a hearing notice or what it means, include it among your questions.

Discuss the next step before acting

Bring the available records and explain whether you were nominated in a will, named as trustee, or have already received court appointment papers. Counsel can help clarify which source of authority applies and what questions remain about the documents, assets, or any dispute.

The firm’s virtual services are available statewide, including for Petaluma residents. The goal of the first conversation is to understand your role and the records available so you can identify an appropriate next step.