Learn What an Administrator of a Trust Does With Our Free Pamphlet
We understand that this may be a difficult time for you. Not only have you lost a loved one, but you have also been appointed as the successor trustee of his or her estate. As you are probably experiencing this role for the first time, you will have a lot of questions.
Your first question will likely be, “Can I do this alone or should I hire a lawyer to help?” That’s a great question. Request a free copy of our pamphlet, Trust Administration, and find out just what you will need to do as the administrator of a trust and how we can help you through this difficult time.
As the administrator of your loved one’s trust, you will be required to take care of the following trust-related duties:
- File the original will
- Notify beneficiaries and legal heirs
- Inventory assets
- Transfer titles to assets
- File property tax paperwork
- File tax returns
- Determine whether there is a probate estate
- Comply with trustee’s duties
Our free pamphlet walks you through these duties one by one, but if you have more questions or feel that you will need help with the process, call our office at (866) 590-0886 to schedule a consultation. We have assisted thousands of families in California with trust administrations and we can help you, too.
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