Step 1: Thank you for reaching out to us!

Trust administration is the process of managing a trust after someone passes or becomes incapacitated. This includes tasks such as collecting income, paying expenses, and distributing assets to beneficiaries.

We provide expert guidance and advice to trustees on all aspects of trust administration to: protect them from liability from unhappy beneficiaries, creditors, and even the government such as the IRS and Franchise Tax Board.

An expert trust and estate attorney can help you get your inheritance faster and provide peace of mind to the trustee by ensuring that the trust is being properly managed.

Which of the following applies to you? *

I’m inheriting from a trust

I need to do administration

Step 2: I’m inheriting from a trust

👉 Before scheduling, this quick video explains what the probate process involves and how having the right guidance can help you avoid delays and unnecessary stress.

Where are you and the estate located? *

The "estate" means the real property, personal property, accounts and other assets that belong to the decedent who died.

Has someone started the Trust Administration process? *

Have you been notified with any paperwork regarding the estate? *

Do you have a dispute of how things are being handled by the Successor Trustee? *

What is your goal in contacting us? *

Step 2: I need to do administration

👉 If you’ve been named as a successor trustee, this quick video answers a common question: do you need a lawyer?

Where are you located? *

List the full name of the Decedent: *

When did the Decedent pass away? *

Did the Decedent have any estate planning documents? (Select all that apply) *

Did the Decedent own any real property (mobile home, house or rental homes)? *

Did the Decedent have any of the following at the time of their passing? (Select all that apply) *

What county did the Decedent reside at the time of passing? *

Was the Decedent married at time of passing? *

Step 3: Almost done, please let us know how we can reach you.

After you enter your information, click "Submit" you will be able to book your Strategy Session and pay your fully refundable $300 deposit and we will see you soon!

First Name *

Last Name *

Phone *

Email *

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