We work alongside trustees to administer trusts after a loved one passes away. Trust administration generally includes tasks such as notifying beneficiaries, gathering and valuing assets, paying off debts and paying taxes, and distributing assets in accordance with the trust's terms. We help to ensure that the wishes of the trustor are adhered to and that your duties as trustee are fulfilled.

 

A properly funded trust generally avoids probate. Trust administration activities are similar to probate. The major difference is with a properly funded living trust, everything is typically handled privately, without court supervision. In most cases, trust administration is a faster, less expensive administration process.

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