§ 352 Trust Consultant Definition

Probate Code·California

AI SummaryVerified

This law explains who counts as a “consultant” in a trust – basically anyone (except the trustee) who gives advice or must approve a big move like buying or selling something for the trust.

Key Takeaways

•A consultant is anyone other than the trustee who advises or directs the trustee.
•The consultant’s okay is needed for big trust deals like buying, selling, or swapping assets.
•A settlor (the person who created the trust) can be a consultant if they kept the power to give advice or approve actions.

Example

A family sets up a trust for a vacation home. The trust’s creator (the settlor) says they must approve any sale of the home. When the trustee wants to sell the house, the settlor must give their okay.

Because the settlor kept the power to approve sales, they are the “consultant” under this law, so the trustee can’t sell the house without the settlor’s consent.

AI-generated — May contain errors. Not legal advice. Always verify source.

Official Source

View on CA.gov

§ 352 Trust Consultant Definition

“Consultant” means a person, other than a trustee, designated in a trust to advise or direct the trustee concerning the trust, or whose consent or approval is required for a purchase, sale, exchange, or other transaction by the trustee, and includes a settlor who reserves the power of a consultant. (Enacted by Stats. 1990, Ch. 79.)

Last verified: January 11, 2026

Key Terms

Consultant trustee settlor

References

Official text at leginfo.legislature.ca.gov
California Legislature. Probate Code. Section 352.

§ 352 Trust Consultant Definition

Probate Code·California

AI SummaryVerified

§ 352 Trust Consultant Definition

This law explains who counts as a “consultant” in a trust – basically anyone (except the trustee) who gives advice or must approve a big move like buying or selling something for the trust.

Key Takeaways

•A consultant is anyone other than the trustee who advises or directs the trustee.
•The consultant’s okay is needed for big trust deals like buying, selling, or swapping assets.
•A settlor (the person who created the trust) can be a consultant if they kept the power to give advice or approve actions.

Example

Because the settlor kept the power to approve sales, they are the “consultant” under this law, so the trustee can’t sell the house without the settlor’s consent.

AI-generated — May contain errors. Not legal advice. Always verify source.

Official Source

View on CA.gov

§ 352 Trust Consultant Definition

Last verified: January 11, 2026

Key Terms

Consultant trustee settlor

References

Official text at leginfo.legislature.ca.gov
California Legislature. Probate Code. Section 352.

Key Takeaways

Example

Key Terms

Related Statutes

References

Key Takeaways

Example

Key Terms

Related Statutes

References