MBE Rules · Wills, Trusts & Estates
Custodian of Will Duties
Cal. Prob. Code § 8200
The rule
The custodian of a will must deliver it to the superior court clerk and mail a copy to the named executor within 30 days of learning of death; failure creates liability for damages caused.
In plain English
The custodian of a will is responsible for ensuring that the will is filed with the court and that the executor receives a copy within 30 days of the testator's death. If the custodian fails to do this, they may be held liable for any damages that result from their negligence.
Worked example
After the death of her father, Jane, the custodian of his will, learns of his passing but forgets to file the will with the court and notify the executor, Tom, within the required 30 days. As a result, Tom is unable to begin the probate process on time, leading to financial losses for the estate. Jane may be held liable for these damages due to her failure to fulfill her duties.
Memory hook
Custodian's duty: file it fast or face the blast!
The trap
Exams often present scenarios where the custodian delays action, but students might overlook the specific 30-day requirement, leading to incorrect conclusions about liability. Watch for details about the timing of the custodian's actions.
How examiners test it
Questions typically involve a fact pattern where the custodian learns of the testator's death and must decide how to act, testing knowledge of the 30-day deadline and the consequences of inaction.
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More Wills, Trusts & Estates rules
- Co-Trustees · Cal. Prob. Code § 15620
- Trustee Removal · Cal. Prob. Code § 15642
- Formal Will Requirements · Cal. Prob. Code § 6110
- Spendthrift Exceptions · Cal. Prob. Code §§ 15305-15307
- Ademption of Specific Devises · In re Estate of Newsome (1967) 248 Cal.App.2d 712
- Intestate Succession · Cal. Prob. Code §§ 6400-6414