Practice area
Trust administration and probate
If you've been named trustee or executor, you don't have to work it out alone. We guide you through each step.
If you're the trustee
Being named comes with legal duties and deadlines. We walk you through them in order.
What we handle
Each step, with a checklist you can follow:
- Required notices to heirs and beneficiaries
- Inventory and appraisal of assets
- Final bills and tax returns
- Distribution and final accounting
When there was no trust
Then the estate goes through . We explain the statutory fee schedule at the first meeting.
After Dad passed I was the trustee and had no idea what that meant. She gave me a checklist and answered every email.
Sample review written for this demo site. Not from a real client. This testimonial or endorsement does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.
Plain-language glossary
successor trustee
The person you name to manage your trust if you can't, and to hand out what's in it after you die.
Plain-language glossary
probate
The court process that settles an estate when there is no trust. In California it often takes a year or more, and the fees are set by law.
Trust administration
A checklist for the worst month
My father's trust named me as successor trustee. I found the binder, called the number inside, and got an appointment that week.
We went through the notices, the inventory and the taxes one step at a time. My brother and I signed off on the distribution without a single argument.
Sample client, Burbank
Sample review written for this demo site. Not from a real client.
This testimonial or endorsement does not constitute a guarantee, warranty, or prediction regarding the outcome of your legal matter.