Trust administration is the process of managing a trust after the trust creator has passed away. At Agape Esquire Law, our attorneys have extensive experience in trust administration and can help you navigate the process with ease. We will work closely with you to ensure that the trust is administered according to the creator’s wishes and that all legal requirements are met.

Oftentimes the trust documents can be overwhelming preventing the successor trustee from knowing where to begin; moreover, the California Probate Code has certain obligation of the trustee that must be met. Not meeting deadlines and abiding by the code can open a trustee to potentially legal and tax liability.

Trustees should seek the assistance of an experienced attorney to help them administer the estate through abiding by the rules California Probate Code in an expeditious and efficient manner. An attorney can help preserve favorable tax treatment, “keep you legal,” and help avoid dealing with problem or litigious beneficiaries. We can also assist with understanding and setting up any various sub trusts that the originating trust requires.

As mentioned, trust administration isn’t simply selling assets and handing over money to beneficiaries, but rather a legal process of properly transferring assets that will avoid tax issues, court processes and done in a manner required by the probate code.

We handle all trust administration related requirements such as 16061.7 notification, notice of proposed action, Heggstad petitions, Certification of Trust, setting up sub trusts, Tax ID numbers, trust accounting and much more.  

Are you administering an estate? We are here to help! Give us a call today so that we discuss your needs. Do not make a costly mistake with the estate of your loved one. Hire an experienced Trust and Estates attorney.