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Agoura Hills estate planning, probate & trust attorneys
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141 Duesenberg Drive, Suite 7B,Westlake Village, CA 91362
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Trust Administration Attorney for Agoura Hills

Agoura Hills Estate Planning Lawyer for Trust Administration Concerns

Trust administration requires a great deal of responsibility and knowledge of complex estate planning, probate and tax law. Carrying out another's wishes for how they want their wealth and property managed and distributed according to their will or trust is no easy task. An attorney at the Stephens Law Group is a certified specialist in estate planning, trust and probate law and has helped clients with a wide array of trust administration matters. Whether it is administering a special needs trust, a charitable trust, pet trust or a fairly standard trust for the children of the individual who established it, a lawyer at the firm may be able to help ensure it goes successfully.

What is involved in trust administration?

Settling an estate through proper trust administration can be a very complicated matter. The trustee is responsible for ensuring all tax liabilities on the estate are properly paid, that any debts are managed correctly, keeping the beneficiaries well informed on the estate conditions, keeping financial documents in order, etc.

Perhaps the one of the most important duties and often the reason the trust was initially created is to make sure the beneficiaries are well cared for precisely as demanded by the trust. The trustee must have a strong grasp of what his duties are strictly according to the trust documents. Within 60 days of the decedent's death, the trustee must notify each heir or beneficiary of the terms of the trust. An inventory of all property and assets is done and then those assets are managed appropriately and distributed amongst beneficiaries according to the trust. If you have any questions concerning trust administration you should consult with an attorney as soon as possible.

Contact an Agoura Hills Trust Administration Lawyer at the firm today to help ensure that a trust is successfully carried out.

Agoura Hills estate planning, probate & trust attorneys

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Stephens Law Group - Agoura Hills Estate Planning Attorney
Located at 30200 Agoura Road, Suite 260 Agoura Hills, CA 91301. View Map
Phone: (818) 707-8200
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