Trust Administration Services

At Stonewood Law Group P.C., we provide comprehensive, compassionate, and efficient trust administration services to guide trustees and beneficiaries through every step of the process. Whether you are administering a trust after a loved one’s passing, trying to defend your rights as beneficiary under a trust or navigating your responsibilities as a trustee, our experienced team is here to ensure everything is handled with clarity, compliance, and care.

What Is Trust Administration?

Trust administration is the legal process of managing and distributing the assets of a trust in accordance with its terms after the death or incapacity of the trust creator (the settlor). Unlike probate, trust administration is typically a private process, but it still involves strict legal responsibilities and timelines.

Our Trust Administration Services Include:

Guidance for Trustees: We advise trustees on their fiduciary duties, ensuring they comply with all legal obligations while protecting them from liability.
Notices and Documentation: Preparation and delivery of all required notices to beneficiaries and government agencies, including notice under California Probate Code §16061.7.
Inventory and Valuation of Assets: We help identify, marshal, and value trust assets—from real property to financial accounts.
Creditor Claims: We assist in handling debts and liabilities, including publishing required creditor notices and addressing any valid claims.
Tax Filings and Strategy: Coordination of trust income tax returns and estate tax issues, with a focus on minimizing tax exposure.
Trust Distributions: We manage the legal and logistical aspects of making distributions to beneficiaries, ensuring fairness, accuracy, and adherence to the terms of the trust.
Ongoing Trust Management: For continuing trusts, we provide long-term support in administration, investment oversight, and compliance.

Why Clients Choose Us

Personalized Support: Every trust and family is different. We tailor our guidance to your unique circumstances.
Clear Communication: We translate complex legal concepts into plain English so you always understand what’s happening.
Efficient Process: We streamline administration to avoid unnecessary delays, while ensuring every detail is handled with diligence.
Trusted Counsel: With years of focused practice in estate law, our firm is a dependable partner during sensitive times.