Post-Mortem Trust Administration Services
When a Trust has been established as part of a comprehensive estate plan and its creator (i.e., the Settlor/Grantor dies), Post-Mortem Trust Administration becomes necessary. At the Walnut Creek, California, Law Offices of M. Franklin Parrish, we assist Successor Trustees in proper Trust adminstration to meet the desired goals of the Settlor.
If you are in need of an effective trust administration attorney to guide you in your fiduciary duties, contact us today.
There are a series of matters that need to be addressed in order to ensure trust administration is done properly and according to the wishes of the deceased Settlor. We offer clear, orderly and easily accessible legal expertise to clients making this process as simple as possible.
We also offer guidance to fiduciaries regarding the analysis of estate planning documents, appraisal of existing assets, and filing of necessary state and federal income tax returns. We assist Trustees in the transfer of title and allocation of assets between various Trusts, (i.e., a Survivor's Trust, a QTIP Trust, a Family Bypass Trust, and Children's Trusts), as well as the notification of beneficiaries.
Different types of Trusts are created with various objectives. Revocable Living Trusts and Irrevocable Trusts are established when the Settlor is still alive. By comparison, a Testamentary Trust comes into affect upon death, and is contained in a Will. Such latter form of Trust does not avoid probate because it is part in a Will and becomes a public document. Depending upon the type of Trust, the duties of the Trustee may vary. At the Law Offices of M. Franklin Parrish, we can assist you in achieving the unique objective of the relevant Trust by guiding you in meeting your fiduciary obligations.
If a Trust had not been properly funded while the Settlor was alive, this may cause major difficulties for the trustee during the administration process. Another name for "funding" is titling of assets in the name of the Trust. Take proper steps now to ensure that your estate planning is done correctly , and avoid probate and other obstacles for Successor Trustees and beneficiaries later on in the process.
In addition to post-mortem trust administration services, we also provide legal advice in married client estate planning and single client estate planning.
Contact a lawyer at our Walnut Creek, California, office. We want to make the Post-Mortem Trust Administration process as simple and efficient as possible. Franklin Parrish has practiced law for over thirty (30) years. Trust our experience to work for your benefit.
The Law Offices of M. Franklin Parrish
1340 Treat Boulevard, Suite 525
Walnut Creek, CA 94597
Phone: 925.588.0300
Fax: 925.954.1068
E-mail
Initial consultation without charge or obligation.
Monday through Friday, 9:00 a.m. to 5:00 p.m.
Serving clients in Walnut Creek, California, as well as the cities throughout Contra Costa County, Solano County, Napa County, and Alameda County, including Concord, Antioch, Fairfield, Vallejo, Vacaville, Napa, Danville, Martinez, Dublin, Pittsburg, Alamo, Lafayette, Pleasant Hill, Moraga, Orinda, San Ramon, Benicia, Suisun City, Pleasanton, and the retirement communities of Blackhawk and Rossmoor.
