Trust Administration
before you begin
Many trustees begin the administration process on their own, only to discover that trust administration involves far more than gathering assets and making distributions. California law imposes specific duties and requirements on trustees, and missteps early in the process can lead to unnecessary delays, additional expense, or even potential liability. We encourage trustees to seek legal guidance at the outset so they understand their responsibilities and have a clear roadmap for moving forward. We provide practical, step-by-step guidance to help trustees administer trusts efficiently and with confidence.
guidance every step of the way
We help you understand your responsibilities, guide you through the process, and provide practical solutions and support along the way.
List of Services
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Initial Review & AssessmentItem Link List Item 1
We begin by reviewing the trust documents, discussing your goals and concerns, and evaluating the assets, beneficiaries, and circumstances involved. We explain the trust administration process, identify immediate priorities, answer your questions, and develop a clear roadmap for moving the administration forward.
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Preparation of Legal DocumentsItem Link List Item 3
We prepare beneficiary notices, Certifications of Trust, affidavits, deeds, and other documents necessary to carry out the administration and ultimately transfer trust assets to the beneficiaries.
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Managing Trust Assets & Administrative MattersItem Link List Item 4
We assist with asset valuations, account transfers, financial institution requirements, payment of expenses, and tax-related matters. Throughout the administration, we provide ongoing guidance and help ensure legal and administrative requirements are properly addressed.
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Beneficiary Communications & AccountingItem Link
We help ensure beneficiaries receive the information required by law and assist with trust accountings, reports, and other communications throughout the administration.
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Final Distributions & ClosingItem Link
Once all administration matters have been addressed, we assist with distributing assets and completing the final steps necessary to conclude the administration.