If you are seeking professional trust administration services, you’ve come to the right place. Find out how we can help you carry out your loved one’s legacy.
The future of your loved one’s assets matters, and when it comes to carrying out their intentions, you need a trusted legal professional to walk you through the process. Trust administration can be complex and time-consuming – especially if you are unfamiliar with the legal procedures and requirements.
If you are a trustee, the best way to save time and money is to seek legal guidance (especially at the beginning of the administration). This will help you accurately evaluate your plan of action and complete the trust administration with confidence and precision.
DeSantis Law Group, Inc. has been ardently serving Santa Rosa trustees for years. Given her extensive background in estate planning and probate, Attorney Lorilee DeSantis knows exactly how to help her clients navigate the complexities of trust administration. From start to finish, she offers invaluable advice that helps trustees fulfill their responsibilities in a way that reduces their liability, minimizes costs and time, and provides for a smoother administration.
When a person is tasked with the duties of managing a trust estate, there are many legal steps that need to be taken. Some of the most important responsibilities include filing income tax returns, maintaining communications with beneficiaries, tracking trust income and expenses, managing trust investments, and distributing assets to beneficiaries. These steps must be completed in accordance with the terms of the trust and California law, and if these responsibilities are mishandled, legal liabilities may be incurred.
Trustees often need assistance understanding their legal responsibilities and fulfilling their duties under California law. However, the job becomes more manageable and less stressful when working with an attorney who understands the role and communicates advice and next steps clearly.
Some of the common trust administration steps include:
In order to be a competent trustee, it is essential to complete these tasks accurately and within the bounds of the law. By working with an attorney, you will be able to stay up to date on the latest laws and regulations, learn how to properly fulfill your role as a trustee, and complete all required paperwork with accuracy and professionalism.
A trust administration attorney plays a crucial role in helping trustees (1) understand what is required of them by law and by the trust document, (2) complete the necessary steps to properly administer the trust estate, and (3) navigate issues as they arise. Trustees often need assistance with the following:
Wherever you may be in the trust administration process, DeSantis Law Group, Inc. is here to help. Over the years, Attorney Lorilee DeSantis has helped countless individuals just like you effectively administer trusts. If you find yourself in the midst of a trust administration, don’t wait – secure the legal guidance you deserve today.
Attorney Lorilee DeSantis has dedicated much of her career to helping others navigate the complexities of estate planning and trust administration. She understands the importance of getting things done the right way. That’s why her top priority is to listen to her clients’ concerns, explain the next steps in a clear manner, and give clients a roadmap that makes sense to them. This paves the way for clients to do a great job as trustees.
Are you seeking an adept trust administration lawyer in Santa Rosa, CA? Call (707) 213-2512 or click here to schedule your consultation today!
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