Trust Administration – Guiding Trustees Through the Process
Support when it matters most
Serving as a trustee is an important responsibility that carries both legal and personal weight. At Jennifer Shelton, A Professional Law Corporation, we guide trustees throughout Siskiyou County, Del Norte County, and across California through every step of the trust administration process.
Trust administration is often compared to probate, but without court involvement. Even so, trustees must meet specific duties under California law, and understanding these obligations can be challenging without professional support. Our firm provides clear, practical guidance to help trustees stay organized, comply with state requirements, and carry out their loved one’s wishes with confidence and compassion.
Notify Beneficiaries
Trustees must provide formal notice to beneficiaries and interested parties, starting the legal timeline for trust administration.
Inventory Assets
Identify, secure, and value trust assets including property, accounts, and personal belongings.
Pay Debts and Taxes
Ensure debts are settled and required tax filings are completed before distributing assets.
Distribute Assets Fairly
Manage final distributions in line with the trust’s instructions and California law.
Stay on Timeline
Trust administration involves deadlines. Jennifer ensures notices, distributions, and filings are completed on time.
Questions Trustees Ask
Frequently Asked Questions – Trust Administration
Do I need a lawyer to administer a trust?
No, but it’s strongly recommended to at least consult with an attorney, initiall, to chances for mistakes or missed steps and to reduce personal liability.
How long does trust administration take?
Most trusts can be completed in 6–12 months, depending on complexity.
What if a beneficiary disputes something?
Disputes may still occur. Jennifer assists trustees in navigating conflict and will refer litigation if needed.