Phone: 805.720.3411 Email: Info@DeveyLaw.comTrust
Administration
At Devey Law, we understand that administering a trust can be a complex and emotionally challenging responsibility.
Whether you are a first-time trustee or an experienced one, our goal is to guide you through every step of the trust administration process, ensuring that your legal and fiduciary obligations are met while easing the burden during what can be a difficult time.
Protecting Legacies With
Compassion and Knowledge
What Is Trust Administration?
Trust administration is the process of managing and distributing the assets of a trust in accordance with its terms after the grantor’s passing. This involves complying with California laws and the instructions set forth in the trust document. Trustees have a fiduciary duty to act in the best interests of the beneficiaries and adhere to the trust’s provisions.
Devey Law provides comprehensive assistance with all aspects of trust administration, including:
Notification Requirements: Ensuring timely notification to beneficiaries and other interested parties, as required by California law.
Asset Management: Assisting with the identification, valuation, and proper handling of trust assets.
Debt and Tax Obligations: Advising on the payment of outstanding debts, taxes, and other financial obligations of the trust.
Trustee Guidance: Providing clear guidance on the trustee’s duties and responsibilities to avoid personal liability.
Distribution of Assets: Facilitating the efficient and equitable distribution of trust assets to beneficiaries.
Legal Compliance: Ensuring compliance with California’s trust and probate laws to protect you and the trust from potential disputes.
Trust Administration Services
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Trust & Estate Administration
If your loved one had a trust or estate plan, Devey Law provides experienced administration services to ensure their wishes are carried out seamlessly and accurately.
Devey Law will guide trustees, executors, and family members through the process, managing all legal and administrative steps necessary to honor your loved ones wishes.
Why Choose Devey Law?
With years of experience in estate planning and trust administration, Devey Law is committed to delivering personalized and professional service. Our deep understanding of California’s legal framework allows us to provide tailored solutions that fit your unique circumstances. Whether your situation is straightforward or involves more complex matters, we are here to help you navigate the process with confidence and clarity.
Schedule a Consultation
If you are serving as a trustee or need assistance with trust administration, we invite you to contact Devey Law. Let us partner with you to ensure that the trust is administered efficiently, accurately, and with the utmost care. Call us today to schedule a consultation and learn how we can support you.
