Estate Administration

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Estate Administration / Trust Administration

Trust Administration Lawyers

After the passing of a loved one, a family member or trusted friend may find it difficult to serve as a trustee. A trustee is responsible for the proper administration of a trust. During this difficult time, the trustee must deal with complex legal, financial and family issues that may arise in administering the trust.

The task of reviewing the trust, gathering and valuing assets of a recently deceased family member can be extremely stressful and overwhelming. Anyone who acts as a trustee needs sound advice, experienced legal representation and guidance. There are many pitfalls and traps for the trustee who attempts to administer a trust without legal representation. Those who try may unnecessarily subject themselves to claims for breach of trust or breach of fiduciary duty.

Our Trust Administration services include:

  • Advising the trustee about his or her legal duties, and  obligations
  • Explaining trust terms and provisions as well as procedures the trustee must follow
  • Ensuring that proper trust notices are sent to beneficiaries, creditors and government agencies
  • Assistance with identifying, gathering and valuing trust assets
  • Advice regarding proper distribution of trust assets
  • Guidance and assistance in the sale of real property
  • Preparation of a trustee’s report and accounting
  • Assistance with disputes among trust beneficiaries, between beneficiaries and the trustee
  • Trust litigation and dispute resolution services if necessary
  • Assistance in preparing and filing a Federal Estate Tax Return (IRS Form 706)

Make an appointment with us so we can address any questions you may have. All initial consults are complimentary. Our contact information can be found HERE

For an appointment call us at 562-432-5541