Roseville Trust Administration Attorney

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A loved one has passed and at the time of their passing they had an estate plan in place, and they named you the Successor Trustee – what´s next?  Now that the Trustee(s)/Settlor(s) have passed, the Trust must be “administered”. To ensure no issues, arise during the Trust Administration process, it is wise to hire an attorney to assist you. The primary reason why Trust Administration is not needed to be court-supervised is that there is specific legal language in trusts that require certain duties and processes to be taken. Trusts can be simple and, in some cases, can be complex. Say for example a designated beneficiary is disabled and a special needs trust is required – we can assist in ensuring that step is taken. Perhaps the trust was not funded properly, meaning that a Trust Transfer Deed on the Trustee(s) property was never executed, therefore, perhaps a Heggstead Petition is necessary to show the intent of the Trustee to place the asset in their Trust – this is something our Roseville trust administration attorney from The Sterling Law Group, A.P.C.is very familiar with.

There are certain steps mandatory in Trust Administration, such as notifying the Department of Health Care Services to confirm that there are no claims against the decedent(s). An Affidavit Death of Trustee is required to ensure properly titling when the Successor Trustee goes to sell the real property owned by the Trust. Additionally, California Code requires timely notice of death to beneficiaries – this includes specific information. After this notice is properly served, those served have a minimum of 120 days to contest said Trust and a maximum of 180 days to contest – these dates can be further explained by our firm. A lot of issues can arise because of this required notice; therefore, it is important to hire a firm that is well versed in all the statutes and codes required. Accountings are also required annually to beneficiaries of a Trust. There are a lot of caveats when it comes to Trust Administration, and we are here to help ease the process.

Even without the intent of the Successor Trustee, a wrong turn can accidentally be taken and perhaps this action upsets the beneficiaries, ultimately leading to the Successor Trustee being sued. Our Law Firm deals mostly with Trust Litigation, we know the reasons why many beneficiaries open up a lawsuit against Successor Trustees, thus we are able to advise on how to properly administer a Trust.

As a Successor Trustee, you are fiduciarily responsible to the Trust and its beneficiaries. This means it is important to act in a manner that benefits the whole and is not impartial. Circumstances arise where you will be uncertain how to act – we are here to help advise you. Come meet us during a complimentary consultation where the Trust Administration process will be delved into more deeply.

Get Legal Advice From A Roseville Trust Administration Attorney  Near You

Our trust administration attorney serves trustees and beneficiaries in the Roseville area and near your location. Contact us to speak with one of our experienced & resourceful attorneys today. We offer free consultations to help you with immediate concerns.

Request a Free Consultation

Contact us today online or call 916-619-1995 for a consultation to discuss your concerns and learn more about our legal services.

    Our Attorneys had experience in Litigation and Business and can handle your matters aggressively, expeditiously, and efficiently so you have a successful resolution.

    Do not hesitate to reach out to our Estate Planning attorneys from The Sterling Law Group, A.P.C. to handle carefully every aspect of your case.

    Probate should be avoided, but is a process that must occur if your loved one has passed without a will or trust. Our knowledge of the process will allow avoiding many obstacles.

    To ensure no issues arise during the Trust Administration process, our attorneys can assist you through this step and obtain the best results possible.

      The Sterling Law Group and Stephen Slocum have represented my family more than once and provided us with excellent service. From early 2015 through early 2016, Mr. Slocum was...

      Kim and Jeff

      I had just lost my father by an unexpected illness and was named the trustee of his estate my emotions were fresh and discord was alive and well within the family unit left b...

      Tonya Lofton

      The team at The Sterling Law Group was there at the right time when I needed them. They were honest, wasn’t there to take my money and most importantly, kept me informe...

      Mmareka D

      This is the first time I used The Sterling Law Group and I would not hesitate to recommend them. Everyone from the front office staff to the attorneys handling my account wer...

      Beler Watts, Jr

      They are very skilled and professional Lawyers. They successfully helped me with my case. Thank you.

      Daniel

      Steve was very professional when it came to conservatorship. He helped me out of a tough situation and I appreciate him stepping in.

      Marek Cole

      Wonderful Staff and they know their stuff, great to work with, I would recommend to anyone and everyone!

      Sherrine

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