Trust Administration

When an estate includes a trust, there are a number of specific steps involved in trust administration. Our experienced attorneys assist the trustee throughout the process to ensure that all legal requirements are met. We help the trustee navigate through all parts of the process, Including:

  • Giving notice to heirs and beneficiaries
  • Identifying, safeguarding, and investing the trust assets
  • Securing appraisals and obtaining titles
  • Paying debts and expenses
  • Preparing and filing tax returns and the trust accounting
  • Preparing a distribution plan and distributing the assets

The precise steps of trust administration depend significantly on the specific circumstances. In some cases, the process can be fairly complex. Regardless of the situation, our White and Bright attorneys ensure that all necessary steps in trust administration are achieved correctly and with the requisite attention to detail.

We welcome you to contact us about our trust administration services.

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