Trust Administration

Some individuals and families choose to establish a revocable living trust during their lifetime as part of their estate plan. One of the benefits of establishing a revocable living trust, which is properly funded, is that you can avoid having to probate an estate at death.

Trust administrations are often preferable to probate for a number of reasons. First, there is more privacy because the trust administration is a private proceeding that does not need to be administered in court. Second, trust administrations are often less costly and more time efficient.

Although a trustee can in some cases administer a trust herself, with more complicated trusts it can be overwhelming. Also, a trustee has certain fiduciary duties to a trust. If a trustee has concerns about being able to properly administer a trust on their own, or wants to ensure that they fulfill their duties to a trust, it may be helpful for the trustee to work with an attorney.

There are certain deadlines that a trustee must meet as well, and if a trustee is administering the estate of a family member or loved one, there is often a grieving period. During this period it may be difficult for the trustee to meet certain deadlines, and an attorney can help relieve some of this burden.

If you are a trustee faced with the task of administering a trust, you may want to consult with an attorney who can assist you, explain what duties you have, and put your mind at ease.

|

Our Ratings and Reviews

10.0Christina Weed
9.6Lisa Janine Mendes

 

PHONE: 925.390.3222

FAX: 925.301.8667

 

Mendes Weed, LLP is located in Walnut Creek and serves clients around the Bay Area. For your convenience, we also have offices in San Francisco and Sacramento by appointment only.

Se habla español.

 

Send us an email

6 + 4 =

 

Walnut Creek Main Office

1990 N. California Boulevard
Suite 1020
Walnut Creek, CA 94596

 

San Francisco Office

201 Spear Street
Suite 1100
San Francisco, CA 94105

By appointment only.

Sacramento Office

770 L Street
Suite 950
Sacramento, CA 95814

By appointment only.