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PROBATE & TRUST ADMINISTRATION

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Understanding Probate: Administering Your Estate

Probate is a meticulously regulated process aimed at distributing an individual’s assets following their passing. It involves the execution of their will’s instructions and can be likened to putting a carefully designed playbook into action. The process kicks off when specific events, such as incapacity or death, trigger provisions outlined in your estate plan.

Probate administration can be intricate, and the individuals entrusted with carrying out your wishes must possess competent and experienced legal counsel to navigate it effectively. They will need to make crucial decisions, often under time constraints, and benefit greatly from wise guidance. Responsibilities include compiling inventories of your property, handling tax matters, and executing other vital documents on your behalf. Ultimately, they must allocate and distribute your assets to the beneficiaries or charities designated in your will or trust agreement.

Our team is here to support your loved ones through the probate administration process, offering sensitivity, comprehensiveness, and an aim to simplify and streamline the procedure.

Trust Administration: Ensuring Your Legacy's Fulfillment

A living trust is a legal instrument that, much like a will, articulates your desires regarding the fate of your assets upon your passing. However, unlike a will, a living trust has the capacity to bypass probate, grant you control over all your assets, and prevent the court from managing your affairs in case of incapacitation.

Upon the trust maker’s passing, our law firm extends its legal services to the appointed successor trustee. This individual assumes responsibility for ensuring the proper and timely distribution of trust assets. Our guidance includes:

  • Scrutiny of the trust document
  • Aggregation of all trust assets
  • Clarification of trustee duties
  • Estate tax assessment
  • Collection of death benefits
  • Establishment of sub-trusts
  • Resolution of the trust

We are committed to supporting your successor trustee in carrying out their responsibilities diligently, preserving your legacy, and facilitating a seamless transition.

Work with us now

Fill out the form below and we will contact you as soon as possible.

Location

15260 Ventura Blvd, Suite 960Sherman Oaks, CA 91403

Phone

(310) 278-8001 or (818) 549-1515