Trust Administration

If you have been appointed to administer a trust, you may feel overwhelmed and be confused and concerned about where to start. Trustees have significant responsibilities since they are managing someone else's money and may want help to navigate the process.

I can help you fulfill your responsibilities as trustee by preparing required notices, recording documents related to real property, helping with asset transfers, preparing accountings for beneficiaries, filing court petitions to resolve issues, including Heggstad Petitions, and helping to manage communications with beneficiaries.

Being a trustee isn't your full-time job, and it shouldn't have to feel like one.

If you would like guidance in navigating your responsibilities as trustee, please contact my office to schedule a consultation.