Estate Planning & Probate in Southern California & Washington 
Trust Administration

Fullerton Trust Administration Attorneys

Ensuring Trust Funds Are Properly Administered in Fullerton, CA and Bellevue, WA

A trust is a legal vehicle that allows the creator to set aside assets and eventually pass them onto beneficiaries of their choosing. Creating and funding a trust can help you minimize fees and taxes, reduce the hassle of passing down assets, or establishing a legacy of charitable giving.

When the trust’s grantor passes away, the assets are administered according to the terms of the trust. This administration process is best navigated with the support and counsel of a knowledgeable attorney. At OC Elder Law, our Fullerton and Bellevue trust administration lawyers can represent you and ensure that your loved one’s trust is administered properly.

Call (800) 220-4205 or click here to book your free 15-minute virtual consultation to learn more about our estate planning services.

Effective Trust Administration Services to Avoid Probate

One of the primary reasons a settlor or grantor creates a trust is to avoid going to probate court to distribute assets to beneficiaries. Probate is a costly, lengthy, and public process that is best avoided when possible.

Fortunately, a fully funded trust can avoid probate altogether. When a settlor or grantor passes away, the trustee should consult with an attorney to help review the trust and implement a comprehensive plan to administer the trust’s assets.

There are several key steps that need to be taken before the beneficiaries receive their inheritance. These include:

  • Gathering the assets
  • Notifying potential creditors
  • Filing any taxes
  • Paying off burial expenses and other fees

Consult with Us Today

At OC Elder Law, our trust administration lawyers in Fullerton have decades of combined experience. We recognize the importance of proper trust administration and are eager to apply our skill and knowledge to your case.

Since 2003, our firm has been helping trustees navigate this detailed and often overwhelming process. We also represent clients in trust litigation when disputes arise during the administration process.

Reach out to us today by calling (800) 220-4205 or if you are ready to move forward with your estate planning, click here to book your 90-minute planning consultation.

Meet the Crew

Compassion, Experience & Integrity
  • Marty  Burbank Photo
    Marty Burbank

    Attorney

    Marty Burbank wants to live in a world where children are healthy and safe, where seniors live without fear or pain, and where veterans are cared for and respected. Marty is a featured expert in estate planning and elder law by Forbes and was recognized by the Orange County Register as one of the 100 most influential people in Orange County. He frequently speaks about seniors, our military veterans, their benefits, and the legal issues related to their care and quality of life. Marty has ...

OC Elder Law

What Sets Us Apart
  • Over Three Decades of Experience & Service the Community
  • Home Visits Available for Those Who Are Unable to Travel
  • Services Available in Spanish & Korean
  • Free 30 Minute Evaluation
Protect Your Treasures

Work with compassionate and experienced Estate and Elder Law attorneys who will help you plan for the unknown and protect your and your loved ones.

800-220-4205

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Contact us today for your free evaluation. We can help avoid the choppy waters of not having a plan in place for you and your loved ones.
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