Los Angeles Trust & Probate Attorney
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Conflict-Free Trust Administration Services in Los Angeles

If you have been named to serve as Trustee of a Trust, the law imposes on you a number of fiduciary duties, meaning you have the authority and legal obligation to perform certain tasks for the benefit of the Trust Beneficiaries. Failure to fulfill these obligations in a timely manner could result in serious legal consequences and monetary damages. Do not take this nomination lightly – failure to take action can have very negative consequences. We urge you to consult with an Attorney in the event you learn that you are named to serve as Trustee. Our Firm is well-equipped to guide you through the Trust administration process, help you fulfill your legal duties as Trustee, and protect you from liability.

Learn more about the Trust administration process by calling (310) 935-0706 or contacting us online.

What Are the Duties of a Trustee?

Click here to see the main duties of the Trustee under the California Probate Code.

Some of these responsibilities are relatively straightforward, while others are more nuanced. With our attorney’s guidance, you can make sound legal and financial decisions that carry out the terms of the Trust, advance the best interests of the Beneficiaries,

Even Trustees with the best of intentions may find themselves facing liability because of inadvertent missteps. They might simply misunderstand their responsibilities or the terms of the Trust.

Representing Beneficiaries

Are you named a Beneficiary of a Trust? We can advance your best interests and make sure you understand your rights and entitlements under the terms of the Trust. If you need to dispute the terms of the Trust, hold a Trustee accountable for failure to administer the Trust, for failure to provide you with information about the Trust, or Trust accounting, contact us today to discuss your options.

Schedule your initial consultation by calling (310) 935-0706 or contacting us online today.

  • Mediator by Training & Peacemaker by Heart

    We believe that an Estate Plan should leave behind not only property, but most importantly – harmony, rather than tear families apart with poorly drafted or ambiguous and confusing terms.

  • We Work as Part of a Larger Team

    We work with our clients' financial planner, CPA, realtor, and insurance broker to implement a well-rounded and thorough legal plan for wealth preservation and inheritance transfer.

  • Strategic Planning & Attention to Detail

    We carefully look at each factor that affects the execution of an Estate Plan – from the perspective of minimizing and eliminating reassessment of property taxes to avoiding post-death conflicts.

Get in Touch

If you're looking for high-quality Estate Planning and Probate services, we're the team for you. Reach out to us today to discuss your options.