650-649-5447 855 Jefferson Ave. #2969 Redwood City, CA 94063

Trust Administration

Our experienced attorneys are willing to tackle the most complex of cases on your behalf

The protection of your family’s assets is paramount to what we do and care about the most.

Trust administration is a huge responsibility. The trust administrator usually has multiple responsibilities that, if done incorrectly, exposes the administrator to liability.  Add to this the fact that many trust administrators are also trying to grieve. There is no reason to bear the burden alone. Attorneys do this every day and are available to help.

We diligently guide individuals through the trust administration process. With a focus on trust, probate, and estate planning, we can help you with any issues that come your way.

The Trust administrator, also known as the trustee, must complete several important legal steps to ensure he or she administers the Trust correctly. Our office assists trustees with these tasks, including:

1.) notification to all beneficiaries, as required by California law

2). Discovering, identifying, inventorying, and appraising assets

3). Mediation with creditors and debts

4). Asset distribution per the terms of the trust.

Compared to the probate process, trust administration is far less time, stress, and money. We will do everything in our power to make the entire process as smooth and efficient as possible. Ask us about our flat fee pricing

Contact Us for a Case Evaluation

If you feel that you have questions about a trust, estate planning, your responsibilities as a trustee, or have questions if you’re a beneficiary of a trust, it’s important to take steps to protect your rights. To schedule a free case evaluation, contact us online or via phone at (650)-649-5447