East County Trust Administration/Probate Attorney
Once a trust is established by a grantor, its operation must be overseen by a qualified administrator. This trustee manages the investment of funds and distribution of assets according to the grantor’s design contained in the trust’s documents. Trust administration requires careful attention to each detail of the grantor’s wishes. A conscientious trustee must have comprehensive knowledge of the law and be scrupulous regarding client service. For more than 14 years, we have provided highly ethical and reliable administration to a variety of trusts, maintaining the fiscal strength of these entities to serve beneficiaries through the intended life of the trust. We are available to provide administration services to new clients on a wide variety of trusts, including:
Meticulous administrative services
East County Law Group in California has extensive experience in all duties expected of a trust administrator, including:
- Investment of assets
- Management of assets
- Preparation of accountings
- Preparation of tax returns
- Distributions to beneficiaries
Advice to trustees
A trustee can be held personally liable for mistakes or omissions that result in losses for the trust. We offer sound advice to trustees to ensure accurate and complete compliance with all aspects of trust administration. If you have been named a trustee, we strongly recommend that you retain professional assistance from a trustworthy source. As an established law firm with a long record of success in trust administration in California, East County Family Law Group can help.
To see an overview of the probate process click
Probate is the process set forth in the law by which the court oversees the transfer of assets from a deceased person to another. When probate is necessary, someone must come forward to start the process. If there’s a will, the executor named in the will should get the ball rolling. If there’s no will, or the person named to serve as executor isn’t available, then usually a family member asks the court to be appointed as the “administrator” of the estate.
Once the executor is appointed, the process of gathering the deceased person’s assets can begin. It’s also the time for the executor to get organized, set up a filing system so that benefits and bills aren’t overlooked, apply for a taxpayer ID number for the estate, and open an estate bank account. The executor will need to compile, and file with the court, an inventory and appraisal of all probate property. The executor must also prepare a formal accounting that must be approved by the court. Once approved, the executor takes all steps and prepare all documents necessary to distribute assets.
The process can be overwhelming and involves a lot of paperwork (and usually, phone calls). We handle the entire process for you or can serve as a guide. To see an overview of the probate process click here.
Contact a reliable source for trust administration/probate legal services
To schedule an affordable appointment with East County Family Law Group, call our Brentwood, California office at 925-516-4888 or contact our firm online.