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What is Trust Administration?

Our Trust Administration Services

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 include, but are not limited to the following: