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Trust Administration

Trust administration in California involves taking care of the assets in a trust according to the instructions left by the person who created the trust. If you are responsible for this, known as a trustee, you play a crucial role in making sure everything is handled properly. Our team is here to guide you through this process, making it as straightforward as possible.

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What Does a Trustee Do?

As a trustee, you have several important jobs:

  • Manage Assets

  • Keep Everyone Informed

  • Handle Taxes

  • Keep Records

  • Follow the Law

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Common Challenges
for Trustees

Handling a trust can come with challenges:

  • Disagreements between family members 

  • Legal Rules and Requirements

  • Managing Money

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How We Can Help with
Trust Administration

Our team offers comprehensive help to trustees, making sure you can do your job effectively:

  • Easy-to-Understand Guidance

  • Legal Help

  • Compliance Support

Contact Us for Trust Administration Help in California

If you’re looking after a trust and need some guidance, reach out to us. We make the process clear and manageable, helping you meet your responsibilities and give peace of mind to everyone involved.

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What Our Clients Say

Jen R.

Jordan at JLC Legacy Law was amazing to work with. Probate is not an easy thing to go through, but she was prompt and very helpful through everything. I had heard probate takes well over a year to complete, but with Jordan's help, ours was done in 9 months. I highly recommend working with Jordan. 
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