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.