Trust Administration
Attorney San Diego, CA
Friendly Law Office with Big Firm Results
What Happens After a Loved One Passes Away with a Trust?
Trust administration is the process of managing and distributing a loved one’s assets after they’ve passed—without going to court. If you’re a named trustee, you’re now responsible for handling everything from legal notices to tax filings. It’s an important job, and it can be overwhelming. At Prager Jones, we guide you through each step with clarity and support so you can carry out your duties with confidence.
Clear Guidance for Trustees
We explain your legal responsibilities in plain language, so you understand exactly what’s required—and when.
Handled Outside of Court
Most trust administrations are completed privately, without probate, saving time, stress, and unnecessary delays.
Flat‑Fee Support You Can Rely On
Our pricing is based on complexity, not hours. You’ll know the cost before any work begins.
Our Trust Administration Attorneys
How We Help Trustees Manage the Process
- Review trust documents and explain them in plain English
- Outline your duties and help you prioritize them
- Guide you through every phase—from notifications to final distributions
- Handle complications and legal questions as they arise
- Coordinate with professionals like CPAs or tax attorneys as needed
- Offer remote and in-person support depending on your location
We offer flat-fee pricing based on the complexity of the estate, so you’ll always know what to expect before any work begins.
How Long Does Trust Administration Take?
Trust Administration Flat Fee
We charge a flat fee based on the size and complexity of the trust. We’ll give you a quote after reviewing your intake, so you know what to expect—no hourly billing or surprise charges.
Step-in with Confidence—We're Here to Guide You
The Trust Administration Process: What to Expect
Every trust is different, but most follow the same general steps. We walk you through each one, helping you avoid common pitfalls and carry out your duties properly and confidently.
1. Accept Your Role as Trustee
Formally accept your appointment by signing a Trustee Affidavit. You’ll also need to provide documents like the former trustee’s death certificate or proof of incapacity.
2. Notify All Required Parties
Legally required notices must go to all named beneficiaries, family members, and the California Department of Health Care Services. Some parties are entitled to copies of the trust by law.
3. Gather and Secure Assets
Order at least 10 certified death certificates. Collect and document all trust assets, including real estate, bank accounts, investments, and personal property. Obtain a tax ID for the trust.
4. Manage Debts, Taxes, and Accounting
Pay outstanding debts, file the decedent’s final tax return, and obtain a formal trust accounting. We can connect you with CPAs or tax professionals if needed.
5. Distribute Assets According to the Trust
Transfer assets to the named beneficiaries. This may include setting up sub-trusts for minors or beneficiaries with special conditions. Nothing should be distributed before the 120-day contest period ends.
6. Close the Trust
Once all duties are fulfilled and distributions are complete, you may formally close the trust. We’ll help ensure everything is wrapped up properly, with documentation for your records.
Serving the Best Interests of Our Clients
Trust Administration Consultation
