Orange County California
Trust Attorneys

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Learn What an Administrator of a Trust Does

Order 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. We can help you understand the duties of a Trust Administrator.

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 the duties of a Trust Administrator include and how we can help you through this difficult time.

Duties Of A Trust Administrator include the following:

  • 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 the duties of a Trust Administrator 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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Due to the CoVid19 virus California has issued a Stay-at-Home order. We understand how important the health and safety of our clients, and our staff is. We are complying with this order by continuing to work from our homes. While we are not in the office, we are still here to answer your questions, conducting consultations for review, and initial appointments by phone and email during normal business hours. We know that in this time, more than ever, it is important to have peace of mind about your estate planning. We are here to help you through this. Call our office number or email us and we will respond as quickly as possible.