Trust Administration

Trust Administration

Trust Administration

In addition to helping you with your estate planning, we can continue to help your families with the trust administration when the time comes. Trust administration is the management of trust property according to the trust document’s terms and for the benefit of the beneficiaries after the settlor’s (drafter’s) death.

Trust administration can be a difficult process, particularly when combined with the emotional impact caused by the death of the settlor or creator of the trust.

At Shillinger Law, we understand the challenging nature and intricacies of this process. We are here to assist you with the administering (managing) of trusts according to the terms set forth in the trust documents.

From start to finish we can help you navigate through what can be a quite complex and overwhelming process of distributing the assets, paying final expenses, and finding legal closure to the estate of your loved ones.

Specifically, services we provide include:

  • Advising Successor Trustees
  • Beneficiary Education
  • Trust Administration Planning
  • Post Death Tax Planning
  • Asset Allocation
  • Asset Distribution
  • Trust/Will Termination

Links & Resources

Download and print the attached intake form before your consultation. It will speed up the process and can give you a good idea of how the process works. Intake for Trust Administration