Date Filed: August 15, 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 are trust assets, and that no Heggstad petition or probate proceeding is required to obtain court authority to bring the action. By reversing the trial-court judgment, the decision confirms that under both California and Colorado law a trustee may pursue claims on trust property without court approval, reinforcing the trust’s role as a probate-avoidance device.
— This case summary was prepared for educational purposes. For the authoritative version, please refer to the full opinion or the official California Courts website .