If you are the trustee of a loved one’s trust, it is important to follow the directives that you have been given and your role is crucial in carrying out the legally binding decisions of your loved one. It is an incredible critical time to consult an experienced trust administration attorney to assist you in your duties. As a trustee you have a fiduciary duty to the beneficiaries of the trust and carrying through can have unintended, negative consequences.
For many trustees, the process can seem overwhelming. In these cases, a skilled trust administration attorney can lend their expertise and ensure that a trustee has the guidance that he/she needs during every step of the way. We will guide you through all of the steps necessary to complete your duties efficiently, accurately and in a timely manner. We can assist you with:
- Identify all of the assets and property that must be distributed
- Sending out the proper notices to all legal entities and beneficiaries
- See to it that all debts are accounted for
- Assist in allocating asset to the correct beneficiaries
Your role as a trustee is incredibly important and we can simplify that process for you by assisting you every step of the way.
The Probate Process in California
In California, the probate process is used to tend to a deceased individual’s estate, especially when there is no estate plan or will in place. Probate is a lengthy, legal proceeding that can take years, and involves the intervention of the Superior Court for each corresponding county. During the probate process, an individual’s estate is appraised, and the court appoints an executor. He/she is tasked with duties such as taking inventory of all assets, paying any outstanding debts, and filing tax returns. The assets are not distributed until the assigned executor has completed all duties.
Contact a Seasoned Professional Probate and Trust Administration Attorney in Irvine, California
At Sexton Estate Planning, we’ve been providing unmatched legal guidance and representation to clients for over two decades. Our in-depth knowledge of trust administration and probate laws in California, as well as all other matters relating to estate planning, enables us to ensure that our clients’ needs and interests are protected at all costs.
If you are in the midst of a probate or estate administration in California, or simply want to learn more, call Sexton Estate Planning today to speak with seasoned estate planning attorney Robin Boren-Coleman Sexton.