Losing a loved one is never easy, nor is administering a loved one’s trust. Indeed, administering a loved one’s trust can be a difficult, time consuming process riddled with legal technicalities and issues. A trust administration typically includes notifying beneficiaries and heirs, valuing assets, filing tax returns, paying expenses, making distributions, and sometimes establishing subtrusts and pursuing legal claims on behalf of the decedent. We are experienced in performing trust administrations and will work closely with you and the trust’s financial advisors to administer your loved one’s trust in compliance with the terms of the trust and California law.
Contact Sundin Law Office today for a complimentary initial consultation.