Trust Administration Lawyer in San Bernardino
Need to Administer a Trust?
Let Us Help!
While a living trust can help parties to avoid probate and its statutory rigors and attorney fees, there is still work to be done in administering a trust after the deceased settlor’s death.
Trust administration, when done properly, protects successor trustees and the estate from potential civil liabilities. Furthermore, it informs beneficiaries of the status of the trust and its distribution, and can account to the beneficiaries of trust assets.
If you or a family member need to administer a trust, our San Bernardino trust attorneys at The Werner Law Firm are ready to help. Our legal service is founded on more than 40 years of experience in estate planning and backed by honors such as selection for the Nation’s Top One Percent of Attorneys by the NADC.
We understand what it takes to make an effective trust. Because client satisfaction is our top priority, we make it our goal is to make the process easier for everyone involved – including successor trustees, beneficiaries, and relatives alike.
To discuss your customized San Bernardino estate planning options:
call 800-752-9937 for a free evaluation or via our contact form
Guiding Successor Trustees through Complex Situations
There are a lot of questions that come up when a loved one passes. It is a simple reality that even in close families, administering a trust can create discord among family members. One family member is often put in charge as the successor trustee, which can leave other beneficiaries feeling disenfranchised and left in the dark.
Throughout the process, we assist the successor trustee in dealing with real property, financial accounts and other assets, setting up a trust account with a separate tax ID number, providing an accounting, and distributing the funds. Our trust lawyers in San Bernardino can answer questions of family members and beneficiaries and provide for an open, inclusive process.
If you have any questions regarding trust administration in San Bernardino, California feel free to call 800-752-9937 for a free evaluation or via our contact form. We are here to help.