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Estate Planning & Probate in Southern California
Trust Administration Chart Your Course with Confidence

Fullerton Trust Administration Attorneys

Ensuring Trust Funds Are Properly Administered

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 trust administration lawyers can represent you and ensure that your loved one’s trust is administered properly.

Call (800) 220-4205 or contact us online to discuss your case with our team.

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.

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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 ...
  • Erlinda  Vasquez Photo
    Erlinda Vasquez

    Of Counsel

    Erlinda Vasquez received her bachelor’s degree in economics and political science from Loyola Marymount University. In college, Erlinda was involved in many extracurricular activities, including the Harvard Latino Leadership Initiative (LLI). As an LLI Scholar, Erlinda partnered with Harvard Kennedy School to create a community service project in Los Angeles. She later received her juris doctor from Loyola Law School where she discovered her passion for elder law . During her first year of law ...
  • Bryce  Letterman Photo
    Bryce Letterman

    Attorney

    For more than 25 years, Attorney Bryce Letterman has provided dedicated representation to clients in a wide variety of legal matters. Mr. Letterman assists clients primarily with estate planning and probate . He also has experience in several other areas, including business and civil litigation. His decades of experience in estate planning have ranged from simple wills and powers of attorney through complex planning including Medi-Cal , asset protection , and strategies to maximize the after-tax ...
  • Tessa  Gardner Photo
    Tessa Gardner

    Of Counsel

    Tessa Gardner received her bachelor’s degree in international business from Pepperdine University. While studying at Pepperdine, Tessa played lacrosse and developed her philanthropic purpose as a member of Alpha Phi. Tessa later went on to get her juris doctor from the University of Denver Sturm College of Law. During her time at law school, Tessa interned for the District Attorney's office in the Family Violence and Cold Case units where her passion for seniors' rights developed. Tessa then ...
  • Michael  Lawlor Photo
    Michael Lawlor

    Attorney

    Michael has practiced estate planning and trust litigation in California since 1981 except for the few years he took off to sail around the world with his wife on their boat Traveler. He attended USC for his undergraduate studies and earned his J.D. from Western State School of Law.
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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

Start Your Jourey

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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