Post-Death Trust Administration

When a person who has created a trust passes away, the incoming trustee (the agent who will manage the trust) might be the decedent’s surviving spouse or someone else. In any case, the incoming trustee faces an array of responsibilities, including acquisition of control of trust property, notification to appropriate persons who may succeed under the trust, notification to government agencies who are entitled to such notification by law, notification to and negotiation with creditors, reporting and accounting to trust beneficiaries, and distribution of trust property to trust beneficiaries.

Mr. Weir’s experience in trusts exceeds 20 years. He is a certified by the California State Bar as a specialist in estate planning, trusts, and probate. He is uniquely qualified to offer you reliable advice and counsel in order to efficiently manage post-death administration of a trust.