Loving Couple

Keeping Your Family Out of Court & Conflict

Trust Administration

We work closely with the family, beneficiaries, and other advisors to ensure the decedent’s trust assets are collected, debts are paid, and the remaining assets are distributed to the named trust beneficiaries, or to the heirs of the estate. While all of this can be hugely complicated and time-consuming, we will transfer assets as quickly and smoothly as possible, resolve outstanding issues, and ensure that everything occurs within the applicable legal deadlines.

Loving Couple

Trust & Estate Administration Services

Identification, collection, and determination of values of assets

Payment of all debts, expenses, and taxes from estate and trust assets, with submission of regular accountings

Advice as to disposition of jointly held assets, life insurance, and retirement benefits that pass outside a will or trust

Preparation of state and federal, gift, generation-skipping transfer, and gift tax returns

Notifying all heirs and beneficiaries of the trust or estate and communicating with beneficiaries

We’re Here To Help

No matter how complex the trust or estate administration process may be, Truest Law will guide you every step of the way. We’ll work closely with personal representatives, executors, beneficiaries, and other fiduciaries to ensure the terms of the trust are carried out properly. At the same time, we’ll make the process as understandable and stress-free as possible for the trustee.

Contact us today for a complimentary 15-min consultation to get started