Experienced Trust Administration Attorneys Serving Southern California

Guiding You & Your FamilyThrough Trust Administration, Step by Step.

If you are the successor trustee named in a loved one's living trust, you're responsible for a great deal: carrying out their wishes, protecting the trust's assets, treating every beneficiary fairly, and dealing with a lot of difficult paperwork and creditors. This often occurs while you're still grieving and assisting other family members. Trust administration usually happens privately, without court supervision, but your legal duties are just as real, and mistakes can leave you personally liable. We've handled more than 4,000 trust administrations and probates and can relieve you of much of the paperwork and details, so you can avoid costly mistakes and focus on caring for your family.

How We Help You Through Trust Administration

Whether or not our firm drafted your loved one's trust,we can guide you through each stage of the process.

  1. 1

    Initial Meeting

    We'll review the trust, will, asset statements and titles, explain your duties as trustee and what will be involved, and quote you a fixed fee in writing before you choose to move forward.

  2. 2

    Inventory of Assets

    We list every account, property and policy, help you gather date-of-death values, and help you send the notices California requires to beneficiaries and heirs.

  3. 3

    Payment of Expenses and Taxes

    We help you settle creditor claims, file a federal estate tax return if needed, coordinate with your accountant to file income taxes, and handle property tax filings.

  4. 4

    Asset Distribution

    We create a Settlement Agreement clearly explaining to beneficiaries how assets will be transferred to them in accordance with the trust and the law. Then we help you make final distribution of assets.

  5. 5

    Next-Generation Planning

    We help beneficiaries, who separately engage us, create or update their own estate plans so their inheritance stays protected.

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Meet Our Team

Jane Lee Jane Lee Attorney Certified as a California State Bar Specialist in Estate Planning, Trust and Probate Law since 2010. Philip J. Kavesh Philip J. Kavesh Managing Attorney Certified as a California State Bar Specialist in Estate Planning, Trust and Probate Law since 1992. Peter A. Keon Peter A. Keon Attorney Certified as a California State Bar Specialist in Estate Planning, Trust and Probate Law since 2013.

Less than 1% of all California attorneys have been awarded this prestigious specialist designation.We have three.

Meet the Rest of the Team

What Our Clients Say

“I just want to give a huge thank you to this law firm in guiding me thru my dad’s trust. Jane Lee is very knowledgeable and got the job done in 7 months. That’s including a trust that was never completed… These women return all phone calls, all texts and emails. They helped guide me through every question and help you with any paperwork that you need.”
Debbie R.Trust & Estate Administration
“My brother and I contacted the law firm after being frustrated trying to deal with the situation by ourselves. MAN was it worth the call! Eight months later and we are almost done! Attorney Jane Lee is amazing! Love her for her patience… Efficient is an understatement! Responsive beyond belief!”
Paul G.Trust & Estate Administration
“After death of my mom, Jane Lee and her assistants were extremely helpful in explaining my responsibilities and how Kavesh, Minor & Otis could assist in administering family trust. In short, without their help I would have been lost. With their help, assets were protected and administration of trust was successful!”
Dwight T.Trust & Estate Administration
“Dealing with the passing of a loved one and also having to deal with their estate was overwhelming. Kavesh Law was very professional, understanding (we were very lay people), patient, and organized… Their instructions and explanations of the process were clear… I would definitely recommend Jane Lee and Kavesh Law to anyone needing their services.”
Leah K.Trust & Estate Administration
 
 
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