What Disclosures Are Required for a Trust Sale in California?
California trust property sales are subject to the same disclosure requirements as standard residential sales, with some nuances for trustees who have limited personal knowledge of the property. The Transfer Disclosure Statement (TDS) is required for most residential sales, the trustee must disclose all known material defects. If the trustee has never occupied the property and has limited knowledge of its condition, the TDS should reflect actual knowledge rather than speculation. A pre-sale inspection by a qualified home inspector gives trustees documented, objective information to disclose accurately.
Going Deeper
The Natural Hazard Disclosure (NHD) report identifies whether the property is in flood zones, fire hazard zones, or earthquake fault zones, this is ordered through the escrow process by your agent. California Civil Code Section 1102.2 provides specific provisions for trustees and executors who have never occupied the property. The safest approach is always to disclose everything you know, get a professional inspection to expand your knowledge, and work with an agent experienced in the specific disclosure requirements of California estate property sales.
Wolf Allies connects trustees, executors, and families with agents who have deep experience in California trust, probate, and estate property sales, at no cost to you.
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