Calabasas Trust Administration Lawyer

Calabasas Trust Administration Lawyer

We know that dealing with the legal and financial details of administering a Trust can be overwhelming, especially while coping with the death or incapacity of a loved one. 

It’s a large responsibility that requires careful attention to detail and knowledge of state and federal laws, and it can take a considerable amount of time and effort.

You may be feeling like you’re not sure where to start, worried that you’re missing important deadlines or making mistakes, and unsure about how to handle complex legal and financial details.

Our experienced Trust Administration team is dedicated to making the process as easy and straightforward as possible. With us handling all of the legal aspects, you’ll have peace of mind knowing that everything is taken care of so you can focus on your family and healing from your grief. Here are some of the many ways that we provide assistance:

Legal Guidance

We have extensive knowledge of state and federal laws that apply to trusts, and we will help you navigate the administration process quickly and efficiently. That may include notifying all legal heirs and beneficiaries, identifying all Trust assets and determining their value, completing and submitting all necessary accountings, advising on the distribution of jointly held assets, identifying and paying all creditor debt, filing tax returns, preparing distribution plans, and distributing Trust assets. We will work with you to ensure that all tasks are completed accurately, without missing any important deadlines.

Personal Liability Protection

Trustees can be held personally liable for any mistakes made during the administration of a Trust. Working with an attorney can help ensure that all tasks are completed correctly and that the Trustee is not personally liable to beneficiaries of the estate for any oversights or mistakes.

Thorough and Accurate Accounting

Trustees are required to keep accurate and detailed records of all Trust assets and transactions. Our attorneys will help ensure that all necessary accountings are completed accurately and in a timely manner, reducing the risk of mistakes and legal disputes.

Peace of Mind

Our ultimate goal is to provide trustees with peace of mind, knowing that all legal and financial details are being handled with care and expertise and allowing them to focus on what really matters during this difficult time.

Contact Us

If you need help with Trust Administration in Calabasas or the surrounding areas, don’t hesitate to reach out to us. We are here to walk you through the steps that are required to carry out your loved one’s wishes and care for the beneficiaries of your loved one’s estate. Simply call (818) 334-2805 to schedule a consultation.

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