Trust Administration

Follow your loved one’s wishes

Settle your departed family member’s final financial matters without having to involve the courts. Trust administration is intended to be a private process, unlike probate, which must be supervised by the courts. Randall Heiler, Attorney at Law, can provide the legal advice and guidance you need to properly administer a trust.

Put together a reliable support team

For most estates, we find it most helpful to compile a quality team of professionals to help you distribute assets, abide by federal and state law, pay taxes and so on. An ideal team consists of the successor trustee (the person who administers the estate), the successor trustee’s attorney, an accountant and a financial advisor.

Avoid legal and financial mistakes

If you have been appointed as the successor trustee on your loved one’s trust, you should be aware of potential penalties for exceeding your powers, including liability to beneficiaries for lost for damaged assets. With help from our firm, you can avoid having to deal with these complications.

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California State Bar Member Since 1991

Prepare for the future
By planning your estate and compiling your will now, you can be confident that your treasured possessions will be distributed in the manner you think is best.

See more on will & trusts

Learn more about estates
The best way to plan your own estate or prepare for the distribution of your family member’s estate is to learn more about the processes involved.

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Contact us right now and schedule a free consultation.

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