Date Filed: August 14, 2025 Case Number: G063394 Court: California Court of Appeal, Fourth Appellate District, Division Three The Court holds that a trustee of a revocable inter-vivos trust has standing to sue to enforce promissory notes that were assigned to the trust, and that no Heggstad petition or probate proceeding is required to obtain court permission to pursue such claims. By reversing the trial-court judgment, the appellate court affirms that trustees may exercise the trust’s enforcement powers under both California and Colorado law without prior court authorization.
— This case summary was prepared for educational purposes. For the authoritative version, please refer to the full opinion or the official California Courts website .