fbpx

TRUST ADMINISTRATION

The process that replaces probate – peace of mind

Southern California Trust Administration Lawyers

Honoring Your Loved One’s Wishes Effectively

One of the primary advantages of a trust (versus a will) is that a trust allows your family to avoid the process of probate. Trust administration is the process that replaces probate, allowing you to enjoy peace of mind while protecting the new trustee and beneficiaries. During trust administration, the administrator will notify all beneficiaries of the current settlor’s death, pass the trust into the care of a successor trustee, and distribute assets according to the terms of the trust.

Hiring an attorney to handle trust administration ensures that the process abides by California law while protecting your loved one’s estate. We’ll explain more below, but there are ways to ensure the process is both efficient and stress-free for you as the trust is settled. If you need seasoned trust administrators, turn to the estate planning attorneys at Holstrom, Block & Parke, APLC. Our team has vast experience handling all matters of trust formation and administration. You can trust us to make the process as simple and clear as possible.

Call (855) 747-6225 today to speak with us in a free phone consultation. We are more than happy to answer your questions and tell you how we can help.

The First Step: Notifying Heirs & Beneficiaries

One of the most important steps in the trust administration process is notifying heirs and beneficiaries of the trustor’s death. You have 60 days to notify them—if done correctly, they will then have 120 days to contest the trust. If there are no contests in that period, all heirs and beneficiaries forfeit their right to contest the trust.

Here’s what happens if you fail to notify the beneficiaries:

California law stipulates that without a valid notification, the trust will be subject to legal contest for four years. That’s four years of vulnerability that no trustee wants to deal with. Keep in mind: notifying family members is only the first step.

Trust administrators can also assist with:

  • Ensuring assets left out of the trust avoid probate
  • Filing a simple petition to include intended assets in the trust
  • Transferring control of the trust to a new trustee quickly and easily
  • Helping the successor trustee settle the debts and taxes of the trustor

If you’re interested in having a seasoned estate planning attorney to assist with your trust’s administration, call (855) 747-6225 for a free phone consultation.

Contact Us

Get Professional Legal Help

Experience the HBP Difference

We pledge to serve & protect your interests

We will work tirelessly to achieve your goals

We promise to make you important

We have over 300 years' experience combined

We have 9 Family Law Specialists as certified by the California Board of Legal Specialization

We offer FREE phone consultations to best serve you

Our attorneys are waiting to help you

Professional Legal Help

Free Phone Consultation

(855) 939-9111

Corona
1897 California Ave., Suite 102, Corona, CA 92881

Newport Beach
4940 Campus Dr., Suite A, Newport Beach, CA 92660

Temecula
38975 Sky Canyon Dr., Suite 101, Murrieta, CA 92563

Riverside
3780 12th Street, Riverside, CA 92501

San Diego
3111 Camino Del Rio, N., Suite 445, San Diego, CA 92108

Vista
380 S. Melrose Dr., Suite 347, Vista, CA 92083

Brea
135 South State College, Brea, CA 92821

American Academy Matrimonial Lawyers
Avvo Perfect 10 Rating for Family Law
Super Lawyers
Best Lawyers
Certified Family Law Specialists
California Lawyer