Trust Administration

When a loved on passes away and leaves a living trust, the trustee is responsible for taking inventory of the estate and eventually distributing the assets to the beneficiaries in accordance with the settlor’s wishes. Because this process is complex, often difficult to comprehend for someone without extensive legal and financial knowledge, and (comes at a time when individual needs to grieve), we can help guide the trustee through this process and advise them regarding their duties and obligations. We offer free, no obligation consultations for any family who has experienced the loss of a loved one.

San Diego Estate Planning