Guiding Trustees and Beneficiaries Through Every Step
When a loved one passes away and leaves behind a trust, the process of administering that trust can seem overwhelming. Trust Administration involves managing and distributing the trust’s assets according to the terms of the trust document and in compliance with California law.
At Jeffrey Orr Law, we provide clear, experienced guidance to trustees and beneficiaries throughout the trust administration process. We work to make sure all legal requirements are met and that the trustee’s responsibilities are handled properly, minimizing stress and avoiding costly mistakes.
What is Trust Administration?
Trust administration refers to the series of actions that must be taken by a trustee after the death of the person who created the trust (the “trustor” or “settlor”). These responsibilities typically include:
- Providing required notices to beneficiaries and heirs
- Identifying, gathering, and valuing trust assets
- Paying debts, expenses, and taxes
- Managing investments prudently during the administration process
- Distributing assets to beneficiaries according to the trust terms
- Keeping thorough records and providing accountings to beneficiaries when required
Trustees have a fiduciary duty to act in the best interests of the beneficiaries, and failing to follow proper procedures can lead to personal liability.
How Jeffrey Orr Law Can Help
Serving as a trustee is an important responsibility—and it can be legally complex. Jeffrey Orr Law assists trustees by:
- Explaining your legal duties and obligations
- Preparing and filing necessary legal documents
- Managing communications with beneficiaries
- Helping with the distribution and transfer of assets
- Assisting with tax filings and compliance
- Resolving disputes or questions that arise during administration
We are here to make sure you carry out your duties correctly, with confidence and peace of mind.
Why Trust Jeffrey Orr Law for Trust Administration?
- Extensive Knowledge: We are experienced in all aspects of trust and estate law.
- Personalized Support: We tailor our guidance to your specific trust and family situation.
- Clear Communication: We explain the process in simple, understandable terms.
- Commitment to Reducing Stress: Our goal is to help trustees and beneficiaries move through the process efficiently and with as little conflict as possible.
Whether you are a first-time trustee or have experience with estate matters, we are here to provide the advice and support you need.
Trust Administration Done Right
If you have been named a trustee—or if you are a beneficiary with questions—contact Jeffrey Orr Law today.
We are ready to guide you through every step of the trust administration process with experience, care, and personal attention.