Experienced Guidance For Trustees

When a loved one is planning their estate, they may decide to name you as a person responsible for carrying out the administration of a trust that was created as part of the estate plan. Trusts are often one of the most common ways for individuals to avoid having their property go through the probate process.

The duties and responsibilities of a trustee should be carefully spelled out in the trust, but even with clear guidance, it can be difficult for you to know what you need to do, and when you need to do it. At The Law Office of Araceli Tovar, APC, I work with individuals who have questions regarding their role as a trustee, providing sound advice and guidance that can be used to ensure that all specific objectives are completed.

Working Together With You At All Times

The more complex the assets subject to the trust, the more complicated it can be to ensure that property is properly valued and distributed. Without the assistance of an experienced lawyer, you could find yourself unsure of what to do to fulfill your obligations as a trustee.

I assist trustees with all aspects of trust administration, including:

  • Completing any required probate steps in order to finalize the trust administration
  • Distributing the assets to the proper beneficiaries at the proper time
  • Providing a valid accounting of all trust assets

I am here to work together with you throughout the entire trust administration process to help you perform your duties as a trustee. I will answer any questions that you have and help you understand the responsibilities required by your role.

Talk To An Attorney Experienced With The Duties Of Trustees In California

For over 20 years, I have been helping trustees with all aspects of the trust administration process. To schedule your consultation, call my Chula Vista office at 619-869-4200, or send me an email to find a time that works best for you. Se Habla Español.