Trust Administration Lawyer in Simi Valley
Need to Administer a Trust?
Let Us Help!
While a living trust can help parties to avoid probate and its statutory rigors and attorney fees, there is still work to be done in administering a trust after the deceased settlor’s death.
Trust administration, when done properly, protects successor trustees and the estate from potential civil liabilities. Furthermore, it informs beneficiaries of the status of the trust and its distribution, and can account to the beneficiaries of trust assets.
If you or a family member need to administer a trust, our Simi Valley trust attorneys at The Werner Law Firm are ready to help. Our legal service is founded on more than 40 years of experience in estate planning and backed by honors such as selection for the Nation’s Top One Percent of Attorneys by the NADC.
We understand what it takes to make an effective trust. Because client satisfaction is our top priority, we make it our goal is to make the process easier for everyone involved – including successor trustees, beneficiaries, and relatives alike.
To discuss your customized Simi Valley Trust Administration options:
call 805-583-2027 for a free evaluation or via our contact form
Professional assistance with estate planning
Judy A. - 10/27/2017
Knowledgeable and left me with absolute peace of mind
Matthew A. - 10/2017
I felt valued and supported
Vanessa G. 10/2017
Calm and collected and really knew what he was doing
Luella, June 7, 2016
Guiding Successor Trustees through Complex Situations
There are a lot of questions that come up when a loved one passes. It is a simple reality that even in close families, administering a trust can create discord among family members. One family member is often put in charge as the successor trustee, which can leave other beneficiaries feeling disenfranchised and left in the dark.
Throughout the process, we assist the successor trustee in dealing with real property, financial accounts and other assets, setting up a trust account with a separate tax ID number, providing an accounting, and distributing the funds. Our trust lawyers in Simi Valley can answer questions of family members and beneficiaries and provide for an open, inclusive process.
If you have any questions regarding trust administration in Simi Valley, California feel free to call 661-377-2923 or for a free evaluation via our contact form. We are here to help.