Trust Administration
Being named successor trustee is a legal duty, not an honor. We guide trustees through it so a grieving family does not end up in litigation over a missed notice.
Trustee guidance
The duties that begin the day you take over.
California imposes strict deadlines and accounting obligations on trustees. Most breaches are honest mistakes made by people who were never told what the law required.
Notice Requirements
Probate Code notifications to beneficiaries and heirs — served correctly and on time.
Asset Inventory & Valuation
Identifying, securing and valuing trust property as of the correct date.
Trust Accounting
Records that satisfy beneficiaries and survive challenge if they do not.
Debts & Taxes
Creditor claims, final returns and coordination with your CPA.
Property Transfers
Deeds and retitling to move assets to their rightful recipients.
Distribution
Closing the trust cleanly, with releases that end your exposure as trustee.
Talk to Steve.
A short, confidential conversation is usually all it takes to know your next step.
Request a Consultation