Trust Administration

Trust Administration is the process of managing and ultimately distributing trust assets to the trust’s named beneficiaries. Trust administration for the non-professional trustee can be overwhelming and, without proper legal advice, can expose the trustee to personal liability. An attorney who focuses on trust administration will advise the trustee of the various and numerous requirements of a trustee under California law and per the terms of the particular trust. In addition, the attorney will assist the trustee with meeting important deadlines, valuing and managing trust assets, reporting to beneficiaries, and ultimately distributing trust assets, all while helping the trustee limit the trustee’s personal liability.