Trustee consulting services

Generally speaking, the responsibilities of the successor trustee of a living trust include the continued management of the trust in case the trust creator should become incapacitated or settling the trust when the grantor has died. More simply put, the successor trustee is “waiting in the wings” to take over the management of the trust when the grantor can no longer do so.

The role of the trustee is complicated, especially for those individuals who are unfamiliar with the detailed and complex laws governing trust administration as well as all of the duties and responsibilities that are involved in administering a trust.

If you are a successor trustee and need advice as to handling the issues that are involved in administering a trust, trustee consulting services can help you better understand the legal fiduciary responsibility that you have to correctly administer the trust while acting in the best interests of the trust beneficiaries.

When it comes to getting help in order to successfully navigate your role as trustee, the attorneys at the Law Office of David W. Foley, California Living Trusts, have extensive knowledge and experience in the area of estate planning, including trust and probate administration.

How we can help

A living trust trustee consultant can make your job as trustee that much easier by helping you to:

  • Settle an estate
  • Manage the trust
  • Limit your liability
  • Meet legal deadlines
  • Maintain proper accounting records
  • Comply with reporting requirements
  • Handle discretionary distributions
  • Decide when it is necessary to hire an accountant or other professional

Using their technical expertise and years of experience when it comes to dealing with estate planning issues, the attorneys at the Law Office of David W. Foley can also help you successfully resolve any trustee-beneficiary issues that may arise during the administration of the trust.

Our services

Helping trustees through the process of trust administration is just one of the variety of services offered by our San Diego law firm. We can assist you with all of your estate planning needs including, but not limited to:

  • Living trusts
  • Trust by mail
  • Probate
  • Power of Attorney
  • Pour-over wills
  • Updating of older estate planning documents

With over twenty years of experience in the field of estate planning law and specifically California laws, our attorneys can provide comprehensive trust consulting services as well other estate planning services. 

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