What is Trust Administration?

Trust administration refers to the trustees’ management of trust property according to the trust document’s terms and for the benefit of the beneficiaries after the settlor’s death.

Many steps are required to safeguard effective administration.

It is recommended to work with an attorney to help facilitate the process for the trustees throughout the process. However, if you are a successor trustee in charge of the management of a trust, have consulted an attorney, know what your steps are, and would like to safe a lot of money, you can contact us and we will assist you in the self-help preparation of legal documents in relation to the Trust Administration you are in charge with.

 

PLEASE NOTE: You as successor trustee are legally required by Section 16061.7 of the California Probate Code to give written notification to any beneficiary or heir of the estate.

Our Trust Administration Services

Our Trust Administration Services include, but are not limited to the following:

In-home visits in Spanish, English and/or Catalan

File/lodge to Probate Superior Court Last Will and Testament

Drafting of written Death notice to heirs, along with Death Certificate, Copy of Trust and Asset summarization (Section16061.7 of the California Probate Code)

Declaration of collection of property without Probate (code 13050)

Obtain EIN number for ESTATE and TRUST

Accompany trustee to open a Trust Bank Account

Notaries and witnessing of all required documents

Scanning of all documents

Weekends and evening visits

CONTACT US

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Get help with your California legal documents now.

DISCLAIMER: The 258 is a Registered Legal Document Assistant’s Office. We are not attorneys and cannot select legal forms. The information presented on our web site is general, factual, published information obtained from court provided self-help legal public publications, legal statutes or other sources believed to be accurate and reliable. This information should not be considered legal advice, as it is general in nature. It is always recommended to seek legal advise from an attorney before filing legal proceedings. Many attorneys offer free consultations.

The 258 Professional Services, Inc. Reg. LDA #164 & 190, San Diego County