Trust Administration

TRUST ADMINISTRATION

An estate plan is only effective when properly administered, and fiduciaries and trustees must be made aware of, and educated regarding, the beneficiaries’ rights and expectations. If you have been designated a fiduciary or trustee, we will provide you with effective strategies and techniques to administer the estate. We can assist with the interpretation of trust instruments, resolve questions regarding fiduciary duty, and help navigate conflicts between two or more beneficiaries. We will guide you through the process of marshaling estate assets, paying debts, and distributing property to beneficiaries, ensuring that you meet the requirements of your trusted position.

If you have been designated a fiduciary or trustee, we will provide you with effective strategies and techniques to administer the estate.