Trust Administration

    If the decedent created a trust and properly titled bank, investment, retirement accounts, and real estate into the trust before their death, probate can often be avoided. Trust administration is typically faster and more cost-effective than probate, but it still requires careful steps, such as:

• Notifying beneficiaries and heirs-at-law after the death
• Identifying, safeguarding, and valuing trust assets
• Paying valid debts, expenses, and taxes
• Accounting and distributions to the beneficiaries consistent with the trust’s terms and California law

Every trustee should consult with an attorney at the outset to understand their duties and avoid personal liability. Working with counsel streamlines the process and provides the successor trustee with confidence that the administration is handled properly.
How I Help
Whether you’re dealing with probate or trust administration, I can:

• Assess whether your matter qualifies for a simplified procedure
• Prepare and file all necessary court forms and notices
• Guide executors, administrators, and trustees through each step
• Coordinate with financial institutions, title companies, and tax professionals
• Keep you informed, on track, and compliant with California requirements

📞 Call 707-263-5759 to schedule a consultation with Mary Heare Amodio.