Administration of Trusts

Orange County Trust Administration Attorney

Trusts can be a very beneficial tool for those who wish to pass on their assets to beneficiaries while avoiding probate court. When done properly, trust administration can be an entirely private matter not subject to court scrutiny. While you are alive and in good health, ordinarily, you will be the trustee of your own trust. You will designate a successor to act as successor trustee on your death. This trustee will be responsible for gathering your assets, filing tax returns, paying bills, and ultimately distributing your property pursuant to the terms of your trust.

Sometime, the selection of a successor trustee is obvious. One of your children is an accountant and very good with organizational skills and financial planning. Other times, it is difficult to trust someone with your assets (as well as your children's well-being in some cases). Searching for an attorney for trust administration in Orange County, CA? I can help you make an informed decision regarding the best choice to serve as successor trustee of your trust.

Looking for a lawyer for a trust administration case in Orange County? If you are presently acting as a trustee, I can help you meet your legal obligations under the trust agreement. As a trustee, you have fiduciary duties to the beneficiaries of the trust to act in their best interest. I can go over your obligations and ensure that you are acting properly in the administration of the trust.

Assisting in Trust Administration for Over 20 Years

It is important for you to obtain legal guidance in administering a trust, whether you are currently acting as trustee, or you are a successor trustee who has been assigned to distribute your loved one's estate. Need a lawyer for trust administration in Orange County, CA? I have over 20 years of experience in estate planning, and I have successfully assisted many trustees in Orange County, California. Although losing a loved one is never easy, I can make the process less stressful.  

If you would like to learn more about trust administration, contact an Orange County estate planning attorney from Finlay Law Group, APC today by calling (888) 896-9350!

Finlay Law Group, APC Is Here for You

At Finlay Law Group, APC, our practice is limited to estate planning, probate, and trust administration, and we are here to listen and help you navigate the legal system.

Contact US Today

Finlay Law Group, APC is committed to answering your questions about estate planning, probate, and trust administration issues in Orange County.

Contact us today to schedule an appointment.