Trust Administration

How We Can Help

We guide trustees through the responsibilities of trust administration, including:

Explain the trustee’s duties and the terms of the trust agreement.
Assist with identifying, valuing, and organizing trust assets.
Coordinate the payment of appropriate debts, expenses, and taxes from trust assets.
Provide guidance regarding the management, sale, or transfer of trust property.
Assist with required notices, communications, and beneficiary concerns.
Guide the trustee through the proper distribution of assets in accordance with the trust’s terms.
Assist with final accounting, documentation, and other steps necessary to properly conclude the trust administration.

Overview

Trust administration may include identifying and valuing trust assets, addressing debts and expenses, communicating with beneficiaries, managing or transferring property, and distributing assets in accordance with the trust agreement. We help trustees navigate these responsibilities efficiently and in accordance with the law, providing confidence that the trust is being properly administered.