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Trust Administration
Guiding Trustees with Confidence and Care
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Trust Administration Services in California’s Bay Area
Serving the Bay Area and California, Lehmann Law, P.C. provides trusted guidance for individuals navigating the responsibilities of trust administration. Acting as a Trustee carries significant legal and financial duties, and our goal is to help you fulfill those obligations with clarity, efficiency, and peace of mind.
What We Do
Trust administration begins after the passing of a loved one and involves much more than distributing assets. From filing necessary legal documents to ensuring assets are properly managed and beneficiaries receive what they are entitled to, Trustees face a complex process that must be handled carefully. At Lehmann Law, P.C., we stand beside you at every step, offering clear guidance so you can carry out your duties with confidence.
Types of Trust Administration Services We Offer
We provide comprehensive support to Trustees, including:
- Lodging of the Will: Filing the decedent’s will with the appropriate court.
- Inventory of Assets: Identifying and valuing trust property to ensure proper distribution.
- Communication with Beneficiaries: Providing timely updates to beneficiaries and addressing questions or concerns.
- Fulfilling Fiduciary Duties: Guiding Trustees on the legal obligations of impartiality, loyalty, and prudence.
- Debt and Expense Management: Ensuring debts, taxes, and expenses are properly handled before distributions are made.
- Asset Distribution: Carrying out the transfer of trust property in accordance with the trust document.
- Recordkeeping and Accounting:
Maintaining clear and accurate records of all trust activities.
Our Approach
Trust administration can feel overwhelming, especially during an already difficult time of loss. We provide hands-on support designed to ease that burden. By focusing on timeliness, accuracy, and open communication, we ensure Trustees understand their responsibilities while avoiding costly mistakes or disputes. Our role is to simplify the process, safeguard compliance, and reduce stress for you and your family.
Why Legal Help Matters
Being a Trustee is not only an honor but also a serious legal responsibility. Failing to properly manage a trust can expose you to liability and create conflict among beneficiaries. Working with an experienced Bay Area trust administration attorney ensures that you meet your obligations, protect yourself from risk, and fulfill the wishes of your loved one efficiently and effectively.
Your Next Steps
If you’ve been appointed as a Trustee, you don’t have to carry the responsibility alone. At Lehmann Law, P.C., we’re here to guide you through every stage of the trust administration process. Schedule your free 30-minute consultation today by calling (925)214-2042 or reaching out through our online form. Together, we’ll make sure your fiduciary duties are met with professionalism and care
