Trust Administration

Trust and estate administration involves managing the financial and administrative matters that arise after a death or when a trustee is unable to serve. Responsibilities may include identifying and safeguarding assets, coordinating appraisals, managing property, paying expenses and taxes, maintaining records, communicating with beneficiaries, and carrying out the terms of the trust or estate plan.

We handle these services for trusts and estate throughout California. We provide independent, hands-on oversight of the day-to-day administration, coordinate with attorneys, accountants, and other professionals, and help ensure that matters are handled in an organized and timely manner.

Administration can become particularly demanding when a trust or estate involves multiple assets, real estate holdings, or complex family circumstances. Our background in real estate is especially valuable when residential, commercial, rental, or investment properties are involved—from property management and leasing issues to valuation, oversight, and sale decisions.