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OUR SERVICES

Trust Administration

Managing a trust can feel overwhelming, but you don’t have to navigate it alone. Our trusted guidance ensures every step of trust administration is handled with care and confidence.

Our Trust Administration Services

Trust administration involves navigating a complex process of managing and distributing trust assets when the trustmaker can no longer act. At Rosen Trust Law, we provide guidance to ensure every task is handled smoothly, whether due to incapacitation or passing. Serving clients in LA, Westlake Village, San Jose, and the Bay Area, we help successor trustees fulfill their responsibilities with confidence, clarity, and compliance with California law.

Trust administration involves numerous legal and practical responsibilities. Here’s what a successor trustee often needs to manage:

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Taking Control of Trust Assets

Ensure that trust assets are properly identified, collected, and secured. This may include re-titling assets and managing financial accounts.



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Addressing Debts and Creditors

Evaluate outstanding debts and bills, notifying creditors as required by law while safeguarding trust assets.



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Distributing Inheritances

Follow the trust instructions to distribute assets fairly and in accordance with the trustmaker’s wishes.



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Filing Tax Returns

Handle any necessary tax filings, including estate tax returns, and ensure compliance with all tax obligations.



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Avoiding Probate Court

Identify any assets that may unintentionally be exposed to probate and take steps to address them.



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Meeting Legal Duties

Fulfill California’s fiduciary obligations, such as providing notices to beneficiaries and maintaining transparency in all actions.



The Trust Administration Process

01

Initial  Assessment

We meet with the successor trustee to review the trust and outline immediate tasks, providing clarity on next steps.

02

Asset Identification & Management

We help identify all trust assets, ensure they are properly titled, and guide you through any necessary re-titling processes.

03

Legal and Tax Compliance

Our team ensures all legal and tax requirements, such as notifications to beneficiaries and tax filings, are met without errors.

04

Distribution of Assets

We assist with distributing assets as outlined in the trust, ensuring beneficiaries receive their inheritances smoothly and equitably.

Guidance You Can Trust, Every Step of the Way

Call us–(805) 601-6777

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