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.
Expert Trust & Estate Administration Guidance for Trustees and Executors
- 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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Free Report: The 10 Biggest Mistakes Trustees Make
Torrance Trust & Administration Lawyer Phil Kavesh provides a free book on the top ten biggest mistakes trustees make. Claim your free copy here.
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Free Successor Trustee Checklist
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