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Agoura Hills Estate Planning, Probate & Trust Attorneys
Trust Administration Providing Peace of Mind One Estate Plan at A Time

Trust Administration Attorney for Agoura Hills

Agoura Hills Estate Planning Lawyer for Trust Administration

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. The lead attorney at Stephens Law Group, A Professional Corporation, 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 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.

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, we recommend you consult 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.

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Hear From Our Happy Clients

I had James prepare my estate plan and review my parents' at the same time. He was extremely thorough and patient with us through the process. I recommended James to two of my friends and they had a similar experience.
- Mark G.

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