Trust Administration

The administration of a trust after a death or a disability can prove to be extremely complicated. Over the years, I have assisted many clients by helping them administer trusts according to California laws regarding trust administration. I also help beneficiaries obtain IRA and insurance annuities and other assets to which they may be entitled. Most clients do not plan on needing such services for many years. I start helping you plan for this transition as soon as it seems good to you.  I will help you ensure a smooth transition in the administration of trusts for your heirs. I will make the process as easy as possible for you and your family.

My trust and estate administration services call for me to work with clients, heirs, and others, like executors, trustees, and guardians authorized to carry out matters related to trust assets.

My Services

I can accomplish the following variety of duties without unnecessary delay and with utmost respect for your personal privacy and your family relationships.

  • Identification, collection, and determination of values of assets
  • Payment of all debts, expenses, and taxes from estate and trust assets; and submission of regular accountings
  • Advice regarding disposition of jointly held assets, life insurance, and retirement benefits that pass outside a will or trust
  • Preparation of state and federal, gift, generation-skipping transfer, and gift tax returns
  • Notifying all heirs and beneficiaries of the trust
  • Communicating with beneficiaries

No matter how complex the trust administration process may be, I will be there to guide you every step of the way.