Estate and Trust Administration


Administering a California Trust will vary depending on the trust.  If you have been named as a trustee, we will help you understand and carry out your responsibilities.  The decision to serve as trustee should not be taken lightly.  It is a difficult and time consuming job. You could be held personally and financially liable for failure to administer the trust as written. Generally, trustees are responsible for determining the value of and identifying all the acquired assets owned by the trust, identifying the beneficiaries and providing them with certain information, managing and accounting for the trust resources and making distributions to the beneficiaries according to the terms of the trust. Albert, Jennifer and staff will work closely with you, personal representatives, executors, trustees and other fiduciaries to ensure the process of the estate and/or trust administration is done effectively and as stress free as possible.