Trust Administration Lawyer in Santa Clarita

Need to Administer a Trust? Let Us Help!

While a living trust can help parties to avoid probate and its statutory rigors and attorney fees, there is still work to be done in administering a trust after the deceased settlor’s death. Trust administration, when done properly, protects successor trustees and the estate from potential civil liabilities. Furthermore, it informs beneficiaries of the status of the trust and its distribution, and can account to the beneficiaries of trust assets.

If you or a family member need to administer a trust, our Santa Clarita trust attorneys at The Werner Law Firm are ready to help. Our legal service is founded on more than 40 years of experience in estate planning and backed by honors such as selection for the Nation’s Top One Percent of Attorneys by the NADC. We understand what it takes to make an effective trust. Because client satisfaction is our top priority, we make it our goal is to make the process easier for everyone involved – including successor trustees, beneficiaries, and relatives alike.

Call now to learn how an estate planning lawyer can help you administer a trust!

Guiding Successor Trustees through Complex Situations

There are a lot of questions that come up when a loved one passes. It is a simple reality that even in close families, administering a trust can create discord among family members. One family member is often put in charge as the successor trustee, which can leave other beneficiaries feeling disenfranchised and left in the dark.

Throughout the process, we assist the successor trustee in dealing with real property, financial accounts and other assets, setting up a trust account with a separate tax ID number, providing an accounting, and distributing the funds. Our trust lawyers in Santa Clarita can answer questions of family members and beneficiaries and provide for an open, inclusive process.

Trust Litigation: A Legal Option for the Toughest Cases

Should the need arise, of course, our legal team is experienced with trust and probate litigation. This option may be necessary when there is a complete breakdown or discord between co-trustees or beneficiaries. While such litigation is time consuming, lengthy, and often expensive, it may be the best way to overcome an impasse.

Though trust litigation may be necessary, it is better to avoid it when possible. Because of this, it is important that you work with an experienced and amiable trust administration attorney who can help you navigate administration without having to take the case to court. At The Werner Law Firm, we can answer questions early in the process, resolve conflicts, and make for a smooth process during what is typically a difficult and emotional time.

If you have any questions regarding trusts, probate, or trust administration, feel free to contact us for a free initial consultation. We are here to help.