We help trustees navigate the trust administration process to ensure they properly administer estates.
Trust administration is the process of managing a trust that is carried out by the successor trustee after the trustors have become incapacitated or passed away and the trust has become irrevocable. When an individual or corporate entity is named as a successor trustee and it becomes time to act, we advise on how to execute and fulfill their duties as trustee. We counsel on all stages of the trust administration process including the preparation and filing of any court documents, the gathering and distribution of trust and non-trust property, accountings, and tax filings. We also represent and advise trust and estate beneficiaries regarding their rights and entitlements to trust property.