Trust Administration

Our Services

• Advising trustees and fiduciaries on their legal duties and responsibilities.

• Assisting beneficiaries in understanding their rights and trust provisions.

• Guidance on required notice, accounting, and reporting obligations.

• Support with trust funding, asset distribution, and tax-related considerations.

• Coordinating trust administration with estate plans, business interests, and real estate assets.

• Reviewing existing trusts and providing clarity on administration questions.

• Integrating California property tax considerations, including Prop 13 and Prop 19, when trust administration affects real property.

Why It Matters

Trust administration can be complex, and mistakes may lead to conflicts or financial liability. Proper guidance helps ensure the trust is administered accurately, assets are distributed as intended, and fiduciary duties are fulfilled.

Effective administration brings clarity to families and protects everyone’s interests.

Clear support also helps prevent avoidable tax exposure and ensures compliance with California and federal requirements.

We take a clear, practical approach to trust administration. Our team helps trustees and beneficiaries understand each step of the process, evaluate important decisions, and comply with legal requirements. You receive thoughtful guidance tailored to your unique situation, delivered with professionalism and discretion.

We also coordinate trust administration with estate, tax, and property considerations to support long-term planning needs.

Our Approach

Take the Next Step

If you are serving as a trustee or navigating a trust administration matter, Weitz Law can help you understand your responsibilities and move forward with confidence. Contact us today to schedule a confidential consultation.