Our trust administration services in San Diego, CA give you peace of mind knowing that everything is being handled properly. Call today for a free consultation.
There are certain requirements which a Successor Trustee must complete for the Trust to be effective and to properly distribute the assets to the beneficiaries. It is important that these requirements be completed in a timely manner in order to protect the Successor Trustee and minimize their liability. Some of the requirements include notifying heirs and beneficiaries, ascertaining and paying debts and taxes (including any estate taxes owed), and accounting. Furthermore, they are responsible for the collection, retitling and distribution of assets.
We know that Trust Administration can be a challenging role. Luckily, working with an experienced Trust and Estate Attorney is a straightforward process that will give the Successor Trustee peace of mind while carrying out their responsibilities. The Lawyer in Blue Jeans Group offers a free consultation to explain the Trust Administration process and can assist you in that undertaking from start to finish.
If you, or someone you know is in need of the above-mentioned legal services, please call our office at (619) 683-2545 to schedule a free, no obligation, one-on-one consultation with one of our experienced Estate Planning lawyers to discuss your legal needs.