Southern California Trust Administration Services

Trust Administration

Dealing with the loss of a loved one can be difficult enough from an emotional standpoint.

Our focus is to make this process as easy as possible for you, and minimize the impact of going to court, while also keeping your family out of conflict.

No matter how complex the trust or estate administration process may be, the Law Office of Alexis M. Langer, APC will guide you every step of the way.

We’ll work closely with personal representatives, executors, beneficiaries, and other fiduciaries to ensure the terms of the trust are carried out properly.

At the same time, we’ll make the process as understandable and stress-free as possible for the trustee.

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Trust & Estate Administration or Probate After the Death of a Loved One

When a loved one dies it can be a confusing time in which you are in immense grief This can be extra challenging while also needing to make sure you handle all the technical details of locating assets, paying bills, and making sure your loved one’s assets get to the right people, without conflict.

We are here to help.

Whether your loved one created a trust to hold their assets, or did not, he or she did have assets (called the estate of the deceased) that must be handled with careful attention and it’s critical that you work with a Family Business Lawyer® who can help you to do the right thing, minimize conflict and ensure the smoothest possible transition of assets.

When someone creates a trust as part of their estate plan, they must name a trustee to ensure the trust’s terms are handled properly. These individuals must carry out all of the trust’s instructions, and they’re legally responsible for doing so within the scope of federal and state law. Such duties are known as trust administration.

Serving in this capacity entails a huge level of responsibility and liability. What’s more, most people named as trustee will have limited, if any, background or experience in the legal and financial duties that come with administering a trust. In this case, the Law Office of Alexis M. Langer, APC can work with the trustee to ensure the trust is administered properly and all legal requirements are satisfied.

What if there isn't a trust?
If there is not a trust or if not all assets have been properly titled in the name of a trust that was created, we can help your family through the process of estate administration, usually requiring a court process, called probate. If you are a beneficiary of an estate, or an executor or trustee, contact us for support in handling the transition of your loved ones assets as easily as possible

We've thoughtfully packaged what we do into customizable options for you and your family. All of our fees are flat-rate and agreed to in advance so there are no surprises.

What's Included In Trust Administration?

As your trusted advisor, we work closely with the family, beneficiaries, and other advisors to accomplish the following duties without unnecessary delay and with the utmost respect for your personal privacy and relationships:

1. Identification, collection, and determination of values of assets
2. Payment of all debts, expenses, and taxes from estate and trust assets, with submission of regular accountings
3. Advice as to the disposition of jointly held assets, life insurance, and retirement benefits that pass outside a will or trust
4. Preparation of state and federal, gift, generation-skipping transfer, and gift tax returns
5. Notifying all heirs and beneficiaries of the trust or estateCommunicating with beneficiaries

Hi, I'm Alexis,

California Estate Planning & Business Planning Attorney

I'm passionate about helping Southern California families and business owners protect their assets and preserve what matters to them for generations to come.

When I first started practicing law in the South Bay, I realized the estate planning industry isn't designed to serve growing families or protect their children to the fullest extent possible.

That's why I built my own practice, the Law Office of Alexis M. Langer, APC.

My goal is to offer Southern Californian families, business owners, and individuals a comprehensive and welcoming approach to estate planning, asset protection, and business planning.

Let's build a plan tailored to your needs. To schedule your free 15-minute initial consultation, click below.

Schedule Free Initial Consultation