Trust Administration

Trust administration is an essential process that occurs after the death of either one or both creators of a Revocable Living Trust. When you have a Comprehensive Estate Plan, and more specifically, a Revocable Living Trust, it is important that you designate someone dependable to manage the Trust. An administrator is the person you nominate in the Living Trust document to carry out your instructions and distribute the assets within the Trust.
There are certain requirements which a Trust administrator must complete for the Trust to be effective and to properly distribute the assets to the beneficiaries. It is important that these requirements be completed in a timely manner in order to protect the successor trustee and minimize their liability. Some of the requirements include notifying heirs and beneficiaries, ascertaining and paying debts and taxes (including any estate taxes owed), and accounting. Furthermore, they are responsible for the collection, retitling and distribution of assets.

We know that Trust administration can be a challenging role. Luckily, working with an experienced Trust and Estate Attorney is a straightforward process that will give the successor trustee peace of mind while carrying out their responsibilities. The Lawyer in Blue Jeans Group offers a free consultation to explain the Trust administration process and can assist you in that undertaking from start to finish.

If you, or someone you know is in need of the above-mentioned legal services, please call our office at (619) 683-2545 to schedule a free, no obligation, one-on-one consultation with one of our experienced Estate Planning lawyers to discuss your legal needs.

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3990 Old Town Avenue
Suite A-102
San Diego, CA 92110