Trust Administration

If your loved one had a living trust, that trust must be administered after their death in a way it hadn’t been during their lifetime. To fulfill your responsibilities to the decedent and to the beneficiaries will require that matters be handled professionally and promptly.

You don’t have to go through
probate, or administer a trust, alone; we can provide you with the professional assistance you need.

Services

  • Asset identification, collection, and valuation

  • Appointment of executors and trustees

  • Preparation of any necessary probate court documents

  • Preparation of documents necessary to remove, replace, or appoint successor trustees of probate and non-probate trusts

  • Payment of all debts, expenses, and taxes from estate and trust assets, and providing regular accountings detailing same

  • Advice regarding the disposition of jointly held assets, life insurance, and retirement benefits passing outside a will or trust

Call For Expert Advice

(858) 519-8020

TheLegacyLawyer.com

Daniel K. Printz, A.P.C.
440 Stevens Avenue, Ste. 200
Solana Beach, CA 92075

Phone: (858) 519-8020