Trust Administration

We take the time to discuss the family dynamic with the Successor Trustee. This helps us decide if we are the Right Fit for each other.

We evaluate the decedent’s trust, review the assets of the trust and the decedent and determine if a probate is necessary for your unique situation.

We meet the Successor Trustee to sign initial documents and obtain a new tax identification number for the trust.

The bulk of the work is done during this phase. We complete a number of administrative tasks including, establishing any sub-trust created under the terms of the trust, gathering asset information, obtaining valuations and more.

Once all the assets of the trust have been valued and all expenses of administration are paid, we work with the Successor Trustee to compile an accounting, make final distributions, facilitate any tax filings, and close all administrative trust accounts.