Trust Administration

Trust Administration Lawyer in Laguna Woods

Experienced Estate Planning Attorney

When a loved one names you as their trust administrator, this is a great honor but also a tremendous responsibility. This is because the person acting as the administrator of a trust has no margin for error when it comes to enacting the wishes of the deceased in the weeks following their death. While there is a need for administrative events to take place rapidly, completing such tasks carelessly or incorrectly could have long-lasting consequences affecting many people. Not only could there be a lengthy and exhausting probate process resulting from mistakes, but you might also be at risk of litigation and liability.

Because dealing with trusts can be so complicated, it is crucial to have our trust administration attorney in Laguna Woods by your side. The Law Offices of Steven Giammichele can make sure that you have minimal stress during this difficult time.


Contact us now at (949) 303-7811 to get in touch with us about any questions you have regarding trust administration.


Responsibilities of the Trust Administrator

When you have been named the administrator of a trust, this is an honorable but weighty burden to bear. There are certain key responsibilities which you are required to uphold, no matter how situations might change.

Some of these core duties include:

  • The responsibility of loyalty, meaning that you must continually place the beneficiaries’ best interests as a top priority
  • The responsibility of disclosure, demonstrating that you will keep the gathered facts and information about the trust open to the beneficiaries
  • The quality of impartiality, meaning that you as the trustee will not show any favoritism to one beneficiary
  • The dedication to defend and enforce claims, so long as these claims are logical and reasonable; this includes claims where the trust might be negatively affected in the long run

Guiding You Through the Administration Process

There are many distinct tasks which fall to the administrator to perform. Especially in the days immediately after your loved one’s death, the number of responsibilities can seem endless. Fortunately, you are not alone but have a dedicated team ready to help out with any of these issues.

Some of the steps we can take include to make sure the deceased person’s wishes are fulfilled include making sure that the entirety of property and assets have been identified and then distributed. All debts must be accounted for and repaid. In addition, assets that are jointly held, or trusts to many multiple family members and beneficiaries, must be properly allocated.

How an Experienced Attorney Can Help

Our skilled trust administration lawyer in Laguna Woods is ready to make the whole process run more effectively and smoothly. Here at the Law Offices of Steven Giammichele, we have a deep understanding of trust laws that enables us to clearly break down your roles and responsibilities in a way that you will not be overwhelmed by any fiduciary duties.

Call us today at (949) 303-7811 or contact us online to receive compassionate and dedicated support in administrating your loved one’s trust.

Clients Tell Their Stories

Testimonials
  • “He does his research and he is compelled to achieve the best for his clients.”

    - I.A.
/

Client-focused.
results-oriented.

What You Can Expect With Us
  • Cost-Efficient Approach

    We aim to work with you to get the best results at the lowest cost possible. We also offer free consultations and payment plans for our services, so contact us today for more information.

  • Accessible Counsel

    No one should be kept in the dark about their case. If you give us a call, we will get back to you with updates about your case. If you need to schedule time outside of business hours, we will happily accommodate your schedule.

  • Tailored Results

    We don't believe in providing you cookie cutter solutions. We take the time to properly evaluate your situation and provide strategic solutions to achieve optimal results.

  • Experience & Knowledge

    Our attorneys have experience in various areas of law, which provides a unique perspective in trust and estate litigation and family law.

where you're in trusted hands

At the Law Office of Steven Giammichele, you will work with attorneys with the skill to deliver the results your looking for. Reach out to our firm to discuss your case during a free consultation.