What Is Trust Administration?
Trust administration involves the management and distribution of trust assets after the death (or incapacitation) of the person who created the trust (the "grantor" or "settlor"). While it typically avoids probate, it still requires careful attention to legal, financial, and fiduciary duties.
Our Trust Administration Services Include:
- ✅ Reviewing and Interpreting the Trust Document
- ✅ Notifying Beneficiaries and Heirs
- ✅ Identifying, Valuing, and Managing Trust Assets
- ✅ Paying Debts, Taxes, and Final Expenses
- ✅ Preparing Required Legal Notices and Filings
- ✅ Coordinating with CPAs and Financial Advisors
- ✅ Distributing Assets According to the Trust
- ✅ Resolving Disputes or Ambiguities
Why Work with The Kaiser Law Firm, P.C.?
- ⚖️ Experienced Legal Guidance – We’ve helped countless families and fiduciaries administer trusts smoothly and in compliance with state law.
- 🛡️ Fiduciary Protection – Trustees can be personally liable for mistakes. We help you meet your legal obligations and avoid unnecessary risk.
- 🧾 Tax and Asset Strategy – We work with your financial advisors to help minimize taxes and preserve value for beneficiaries.
Serving Trustees, Beneficiaries & Families
Whether you are the trustee, a beneficiary, or a family member seeking clarity, our role is to make the trust administration process as smooth and stress-free as possible—so you can focus on honoring your loved one’s legacy.
Schedule Your Consultation Today
Trust administration can be complex, but you don’t have to handle it alone. Let us help you navigate it with confidence.
📞 Call (314) 966-7766
📧 Visit www.kaiserlawfirm.com/contact