Trust Administration
If you’ve recently been named a trustee or are navigating the trust administration process in California, we understand how overwhelming it can feel. Trust administration involves a series of legal and financial responsibilities—from notifying beneficiaries and inventorying assets to settling debts and distributing property according to the trust’s terms. Our firm is here to guide you through each step, ensuring compliance with the California Probate Code and helping you avoid costly mistakes or delays. Whether your situation is straightforward or complex, we’re committed to making the process as smooth and stress-free as possible.
Work Process
Information Gathering
Prior to our meeting, we obtain brief details about the trust, verify there are no client conflicts, and prepare for your consultation to ensure personalized and efficient guidance.
01
Consultation
We review the trust together, explain your role as successor trustee, and outline each stage of the administration process.
02
Administration & compliance
We help establish your authority as trustee, notify beneficiaries of their rights, explain how to value trust assets, and advise how to handle debts, taxes, and accounting with full legal compliance.
03
Distribution & Closing
Once your trustee obligations are met, we guide you in distributing assets, funding subtrusts, and completing the trust administration with confidence.
04
Pricing Plan
TRUST ADMINISTRATION PACKAGE
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Personalized guidance for successor trustees
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Review of trust terms and legal duties
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Beneficiary notifications and compliance support
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Assistance with asset valuation, taxes, and distributions
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Ongoing legal support until administration is complete
Hourly Rate
$500
*Total cost varies based on trust complexity, asset types, and family dynamics. We’ll provide a customized estimate during your consultation.