California Estate Real Estate · Q&A

Can a Successor Trustee Sell Property Without Beneficiary Approval in California?

The Answer

Generally, yes. A California trustee who has authority under the trust and applicable law to sell trust real property ordinarily does not need unanimous beneficiary consent merely because beneficiaries disagree with the sale. Probate Code §16226 gives trustees statutory power to dispose of trust property, but that authority remains subject to the trust instrument and the trustee's fiduciary duties. Beneficiaries still have important rights. Trustees must keep beneficiaries reasonably informed about the trust and its administration under Probate Code §16060, and a beneficiary may seek court relief if the trustee is exceeding authority, violating the trust, breaching fiduciary duties, engaging in self-dealing, or otherwise acting improperly. A beneficiary's disagreement by itself, however, is not the same thing as a legal veto over an authorized sale.

Going Deeper

Beneficiaries have the right to be informed of significant trust actions and can object, but objecting and blocking are different things. The trustee has authority; the beneficiary has the right to seek court review. As long as the trustee is acting within their authority, following the trust's instructions, and meeting their fiduciary duty, a single beneficiary's disapproval does not stop the sale.

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William B. Plevy
William B. Plevy, California Real Estate Broker · DRE #01956776
Wolf Allies helps California families decide what to do with inherited, trust, and probate real estate and connects them with experienced local specialists when they are ready to act. William holds a California real estate broker license (DRE #01956776) and is a member of the California State Bar. Free, never affects your commission.