Trust Administration Lawyers in Roseville
Offering Trust Administration Advice & Services
Trust administration includes all of the administrative procedures that may be necessary after a trust or estate plan has been created. Typically, this includes any changes during or after the lifetime of the person or persons who created a Revocable Living Trust.
It might also involve a trust amendment or restatement, transfers of assets into or out of a trust, updating other estate planning documents that work in conjunction with a trust, distributions of assets held within the trust, or other administrative tasks.
Need help managing your trust? Contact our trust administration lawyer in Roseville at Patton Law Group for help today!
Assisting You When You're a Trustee
Trust administration also involves post-mortem completion of trust requirements. It helps to ensure timely distributions while avoiding disputes, providing timely notice, and executing other necessary administrative procedures that may be required soon after your death.
One of the biggest draws toward creating a trust is the possibility of eliminating probate and reducing fees and the time it takes to divide the deceased’s property and assets. There are, however, specific administrative post-death procedures that are mandatory requirements for trustees, as well as several good practice items to take care of.
More than anything, it’s important to understand that a trustee has a fiduciary duty to perform competently and reasonably. Our trust administration lawyers in Roseville can help you every step of the way to ensure you’re administering a trust correctly.
If you’re a trustee, make sure you understand your obligations by calling Patton Law Group at (916) 619-0783 for a free consultation.
“I really feel lucky to have found you and look forward to working with you.”- Arthur W.
“Rachel explained to me very clearly what a trust was in addition to the changes I was trying to make to my will.”- Susan D.
“I would like to thank you for all your hard work helping us get our family business in order.”- Kriss D.