Representing Trustees And Beneficiaries In Southern California
When a person with a trust dies, the person named as the trustee successor is responsible for administering the trust. The trust administration process typically includes:
- Taking inventory of all trust assets
- Collecting trust assets
- Giving notice to trust beneficiaries
- Distributing trust assets in accordance with the trust agreement
Trust administration is different from probate in that it is a private process rather than a court-supervised process.
If you are a trust administrator or beneficiary and have concerns about protecting your rights in the trust administration process, The Law Office of Stuart A. McKenzie is here for you. I have more than 35 years of experience handling issues involving probate and the administration of trusts and estates in California.
Trusted Guidance In The Trust Administration Process
Trustees must comply with state and federal laws or else they will be exposed to significant personal liability. If you are a trustee and are unsure of your duties and obligations to beneficiaries, it is important to consult with an attorney who can guide you through the process.
If you are a beneficiary, an attorney can protect your rights and ensure that you are obtaining the trust assets you are entitled to.
Put My Experience In Your Corner
I am here to answer any questions you may have about trust administration in California. Contact me today online or by telephone at 714-975-8396 to discuss your trust administration needs with an experienced lawyer in Huntington Beach.