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 (657) 500-0410 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. 

Reach out to us today by calling (657) 500-0410 or if you are ready to move forward with your estate planning, click here to book your 90-minute planning consultation.