TRUST ADMINISTRATION


It is one thing to create your Estate Plan but what happens when you pass away? Someone else has to find your documents. Someone else has to read them carefully and carry out your wishes.

This already emotional process can be overwhelming, more so with the additional stress of making decisions about the estate that will impact those left behind for years to come.

If you have been called upon to oversee the administration of the Trust within the Estate Plan, there is a list of things you need to do – from closing out bank accounts and transferring assets to canceling subscriptions and filing life insurance claims.

Some Trusts can be highly complicated and subject to specific California laws and/or liability to the executor/trustee. While this responsibility can be daunting and create anxiety, you don’t have to go through this process alone. The attorneys here at CunninghamLegal can work with you to determine the accurate value of the estate, resolve any outstanding debts and expenses, minimize estate taxes, administer trusts in conjunction with your family’s existing advisors and fiduciaries, protect your assets from creditors, and distribute assets to the proper beneficiaries as quickly and efficiently as possible.

Contact us today for experienced legal counsel in administering your family’s estate and Trusts.

CONTACT US

trust administration

Protect your assets from creditors and distribute assets to the proper beneficiaries.

Menu