Trust Administration

This process tends to be less expensive than probate, but if you’re considered the trustee of someone’s trust, there's going to be a lot for you to do after their death, and it is important that you work with a knowledgeable estate planning attorney to ensure you are discharging all your duties as trustee properly.

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What is Trust Administration?

Trust administration is the management of the assets in a trust and the distribution of those assets to the beneficiaries outlined in the trust agreement. If there is no trust, a probate will begin which can be a long and expensive process.

The trust assets will be distributed by the “Trustee.” The trustee will be responsible for notifying the beneficiaries of the existence of the trust and administering and distributing the trust assets. 

What Are the Basics of Trust Administration in California?

If the person who executed the Trust has passed away and you are the Trustee of the Trust, it's your job to do the following tasks:

  • Locate and identify all the trust assets
  • Obtain any titles and file appropriate tax documents
  • Compile the essential documents needed for trust administration
  • Make sure you give notice to the beneficiaries of the trust
  • Identify and calculate the value of any assets
  • Identify any debts that have been left behind

In addition to these tasks, any other tasks outlined in the trust must be completed by you, the trustee.

I'll help you get the proper documents together and make sure that you administer the trust correctly. It's important that you seek legal advice so that everything is handled like it should be and that property is distributed to the right people and any debts are paid.

Contact a San Diego Trust Attorney Today

Not sure who to appoint as your trustee? Do you need help getting the right documents in place to administer your trust correctly? I can help. Contact us today for a free consultation.

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Client Testimonials

I'm committed to helping my clients through the different areas of estate planning. From guardianship to probate, here's what my previous clients have to say about my practice.

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Ms. Suchomel is very professional and nice. I really appreciated that she explained the whole conservatorship process to us in detail and was always willing to answer all of our questions and address our concerns. Thank you Ms. Suchomel for all your help!

Martha M.
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Mi experiencia con la abogada fue muy bonita, ella fue muy honesta desde el principio y me explico todo el procedimiento con detalle. Le hizo todas las preguntas necesarias a mi hijo y nos dio un trato muy amable. Lo mejor de todo fue que todo me lo explico en español correctamente.

Diana T.
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Willing to help at anytime, with all paperwork always aware at the needs of my daughter case. Ampliamente recomendable.

Jeanette R.
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Ms. Suchomel assisted me in the conservatorship for my stepdaughter and was helpful and professional throughout the process. Willing to go the extra mile to achieve the best results.

Hector R.
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Ms. Suchomel assisted me in the conservatorship for my son and was helpful throughout the process. I work with children with disabilities and plan on referring Ms. Suchomel to them.

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Whether you’re facing conservatorship or you’re trying to plan your estate, I’m here to help. Contact me today to schedule a free 15-minute case evaluation.