Serving as a Trustee or Executor carries significant legal and financial responsibilities. Our experienced team provides comprehensive guidance to help you fulfill your duties properly, minimize your personal liability, and ensure smooth distribution to beneficiaries.
California Trust and Estate Administration Law Firm
You And Your Loved Ones Deserve Superior Experience And Expertise
- Guidance for Trustees and Executors on fiduciary duties
- Asset protection and safeguarding Estate assets
- Federal Estate Tax Returns and income tax preparation
- Distributions to Beneficiaries in compliance with trust terms
- Communication with beneficiaries and creditors
- Record keeping and financial documentation
- Compliance with legal requirements and deadlines
- Protection from personal liability
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Call us or complete the form below to see if you qualify for a free consultation with one of our Trust and Estate Administration attorneys.
Free Trust & Estate Administration Books
Free Report: The 10 Biggest Mistakes Trustees Make...And How To Avoid Them
Avoid costly trust administration errors. Download this free report revealing the 10 biggest mistakes trustees make and how to prevent them.
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Request Your Free Successor Trustee Checklist: Your First 30 Days After A Living Trust Maker's Death
Free Successor Trustee Checklist for the first 30 days after a living trust maker’s death, guiding families through trust steps and next actions today.
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