Trust Administration

A living trust is a legal document that, just like a will, contains your instructions for what you want to happen to your assets when you die. But, unlike a will, a living trust can avoid probate at death, control all of your assets and prevent the court from controlling your assets if you become incapacitated.

Upon the death of a trust maker our law firm offers legal services to your successor trustee. The trustee is responsible for seeing that the assets of the trust are distributed properly and in a timely manner. An overview of the valuable guidance we provide includes:

Review of the trust document
Gathering of all trust assets
Explanation of trustee responsibilities
Estate Tax Analysis
Collection of death benefits
Creation of sub-trusts
Dissolution of trust

Office Location: 2655 First Street, Suite 250 | Simi Valley, CA 93065 | Phone: (805) 915-4760 | Fax: (866) 316-1170
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