Nancy M. Critelli

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One of the primary purposes of creating a Trust is to avoid Probate, but the Successor Trustee still must comply with the law as well as the terms of the trust. The trustee must provide notice to heirs, determine the assets, debts and tax obligations of the trust, and report to the beneficiaries. Even when the situation does not seem complicated, legal assistance is needed to comply with the law and make sure the trust is distributed properly.

 

We are experienced in assisting Trustees through the trust administration process while dealing with the grief of the loss of a loved one and the emotions involved in dealing with other family members.

Even though there is no Probate, Administering a Trust can still be a complicated process

Stay in control of your assets long after you are gone.

 

951-296-6223

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If you are a Trustee, we can make sure you follow the trust and comply with the law