Trust and Estate Administration

Trust and Estate Administration most often involves the process and procedures that need to be followed after the death of a loved one. However, a Trust or Estate Administration can also become necessary when someone begins acting as a trustee or agent for another person during that person’s lifetime. Either way, there are specific steps that may need to be taken to assure the correct and timely administration of a trust or estate.

While we most often represent the person acting as a trustee or an agent, we also commonly represent beneficiaries. If you are a beneficiary, it can be very helpful to have someone watching over the process on your behalf. We find that representing beneficiaries allows those individuals to rest assured that the administration is proceeding properly and in their best interest.

If you are acting as a trustee, agent or personal representative for another person, a trust, or an estate, you should seek legal counsel to be certain you are meeting all of the burdens and requirements placed on you under California law. You are held to one of the highest standards of care that exists. If you fail to meet those requirements, you can be held personally responsible for any loss suffered by the trust, estate or beneficiaries.

Whether you are a beneficiary or a fiduciary, a little legal advice can go a long way. We welcome the opportunity to further discuss with you the process, procedures and requirements of any Trust or Estate Administration. Please contact us if you would like more information.

Our Location
468 Poli Street
Suite 2F
Ventura, CA 93001

Call Us
(805) 643-4200
Fax: (805) 643-4201

Email us to request your complimentary 30-minute consultation