TRUST ADMINISTRATION

trust administration certification

Santa Clara Trust Administration Lawyers

Administering a trust after a loved one's death is an enormous responsibility. In fact, many trust administrators are not in the best position to handle these duties. First, the death of a loved one is an emotional, sometimes overwhelming time for family members. Second, administering a trust involves a number of unique tasks. If you have never done this before, you may not know where to begin.

A lawyer with in-depth knowledge of the administration process can provide invaluable assistance. At The Mlnarik Law Group we carefully guide individuals through the trust administration process.


Meet Our Trust Administration Attorneys

Some of the steps we will take to administer the trust include:

  • Preparing a Certificate of Trust
  • Obtaining a Federal ID Number for the estate
  • Distributing statutory notices
  • Inventory and valuation of the decedent's assets
  • Assisting with issues related to outstanding debts and creditors
  • Assisting with sale and transfer of assets
  • Distributing assets according to terms of the trust
When compared with the complexities of probate proceedings, a trust administration is typically less time-consuming and less expensive. We will do everything in our power to make the entire process as smooth and efficient as possible. 

If you would like to schedule a consultation with one of our attorneys to discuss your case, please contact the Mlnarik Law Group at: (408) 919-0088 to schedule and initial consultation.

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