TRUST ADMINISTRATION

TRUST ADMINISTRATION

If your loved one did set up a fully funded trust then you should not have to formally administer an estate though the probate process described above. Instated, the successor trustee will administer the trust as directed in the trust instrument. Being a trustee, however, caries a great deal of responsibility and an unwary trustee may also find that their actions have subjected them to significant liability. Unless you have professional experience administering a trust, all trustees should seek legal counsel to assist them with their responsibilities and provide counsel with respect to any concerns that arise. We are eager and ready to assist with any and all aspects of the trust administration process.

On the other hand, if you are a beneficiary of a trust you likely have important rights that the trustee must respect. If you are a trust beneficiary and you feel that the trustee has not treated you fairly, please contact us to discuss the matter. Each trust instrument is unique and a thorough examination of the trust instrument is required before any advice could be given concerning your rights. Please have the trust instrument available when you call.

Ensure that your trust is carried out as you intended.