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Guiding Clients Through Trust Administration

Living trusts must be properly administered after the trustor dies. This is a private process that involves locating and valuing assets, notifying beneficiaries, paying expenses and taxes, establishing and administering sub-trusts if necessary, distributing property to intended recipients, and advising successor trustees.

As a named trustee, it will be to your benefit to seek legal advice, as the trust must be administered in compliance with its own terms and in accordance with California state law. Johnston, Kinney & Zulaica LLP will help you through this process and ensure that your responsibilities are met. We can also assist you with finding financial and other advisors to help and with the preparation of estate tax returns.

At Johnston, Kinney & Zulaica LLP, we are experienced in managing the process of trust administration and will work with your accountant and other advisors to ensure that this process is as orderly and stress-free as possible. We have a team of dedicated professionals who work exclusively on trust administrations.

Our probate and trust administration team handles simple and complex estate administrations, and helps with tax returns, real estate sales, sales of special assets, investment advice and anything else needed to complete the administration. Where needed, we guide clients through probate, including transferring property and assets, paying the debts of the estate, and notifying beneficiaries. We represent any party involved in the probate and trust administration process, including trustees, personal representatives, or beneficiaries.