Trust Administration

If a deceased person (the “Decedent”) had a trust, we can assist the Successor Trustee in collecting the trust’s assets and distributing them to the beneficiaries. We assist the Successor Trustee by:

1. Publishing a Notice to Creditors to shorten the time period that unknown creditors have to make a claim;
2. Obtaining a tax identification number for the trust;
3. Publishing a Notice to Creditors to shorten the time period that unknown creditors have to make a claim;
4. Notifying beneficiaries of their status;
5. Contacting charitable organizations and coordinating distribution;
6. Assisting in collecting and re-titling assets to the trust;
7. Preparing a distribution plan to explain the distribution to the beneficiaries; and
8. Preparing releases for the beneficiaries to sign to protect the Trustee from any disputes after the funds are distributed.