Helping People Through The Trust Administration Process

One of the biggest advantages of a trust is that any assets contained in a trust bypass the probate process. This helps families avoid the delay and expense associated with probate. On the other hand, administering a trust upon someone's death can be a challenging process, involving a number of important tasks and duties. A lawyer with experience handling these tasks can be very helpful to a trustee.

Consider working with The Elder and Disability Law Firm, APC. From our office in Redlands, we represent clients across San Bernardino County, Riverside County and beyond. Very few law firms in the region can match our level of experience and knowledge. Led by attorney Esther Wang, we know how to administer a trust quickly and efficiently.

One of our areas of focus is helping our clients minimize the impact of medical liens and government claims against an estate. We fully understand the legal and strategic issues involved in these cases, and will work to minimize the impact of the estate tax and other taxes.

Effectively Handling A Trustee's Duties

A trustee has a fiduciary duty to administer the trust according to its terms. Under California law, trustees must accomplish many tasks within certain time frames. These tasks can include:

  • Collecting, managing and establishing the value of all assets within the trust
  • Providing notice to all heirs and beneficiaries
  • Filing all tax returns
  • Distributing trust assets to beneficiaries in accordance with the terms of the trust
  • Preparing and funding bypass trusts and survivor's trusts, as necessary

Our law firm places a high priority on handling these matters as quickly as possible. While every trust is different, we can generally administer trusts in about four months. Furthermore, we offer affordable fees for our services. Our combination of experience, savvy and efficiency makes our law firm a wise choice to meet your needs.

Contact Us To Get Started

Call us today at 800-409-6271 or contact us online to schedule a confidential consultation.