Trust Administration

When a loved one passes away leaving a trust, the trustee is responsible for administering
the trust, which includes various tasks such as sending required notifications, obtaining a
tax identification number for the trust, taking an inventory of assets, updating titles on
accounts and assets, obtaining date-of-death appraisals, filing tax returns, paying creditors,
and ultimately distributing assets to beneficiaries in accordance with the terms of the trust.

Administering a trust can be complex and difficult to comprehend for someone without
experience and legal knowledge, and a trustee can be held personally liable for taking
improper actions. Our attorneys can simplify the process and alleviate the burden by
advising the trustee regarding their duties and obligations, and helping along each step of
the way.

For more information about our Trust Administration services or to make an appointment
to speak with an attorney, please call our office at (858) 689-0613 or connect with us
through our contact form.

* The information presented on this website is general in nature and does not constitute
legal advice. You should consult an attorney for advice on your specific situation.