trust administration

When a loved one or dear friend passes away and leaves a living (revocable) trust, the trustee is responsible for taking inventory of the estate and eventually distributing the assets to the beneficiaries in accordance with the settlor’s wishes. Because this process can be complex, often difficult to comprehend for someone without extensive legal and financial knowledge, and comes at a time when an individual is grieving, we can help guide the trustee through this process and advise them regarding their duties and obligations. We offer free, no obligation consultations for any family who has experienced the loss of a loved one and needs legal guidance.

By considering your options early, you can ensure that quality of life that is important to you and avoid having your family “guess” as to what your wishes might be. Having critical medical care decisions made for you under stress or during emotional turmoil is not something that anyone wants to put their loved ones through.