Trust Administration

A living trust is a legal document that, just like a will, contains your instructions for what you want to happen to your assets when you die. But, unlike a will, a living trust can avoid probate at death, control all of your assets and prevent the court from controlling your assets if you become incapacitated.

Upon the death or incapacity of a trustmaker our law firm offers legal services to your successor Trustee. The Trustee is responsible for seeing that the assets of the trust are managed or distributed properly and in a timely manner. An overview of the valuable guidance we provide includes:

  • Review of the trust document
  • Gathering of all trust assets
  • Explanation of Trustee responsibilities
  • Estate Tax Analysis
  • Collection of death benefits
  • Creation of sub-trusts
  • Dissolution of trust

 

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