It is our belief that a carefully and sensibly executed estate plan is an essential part of a family’s wealth management. If you have experienced the loss of a loved one, our law firm can help you with the legal administration of your loved one’s estate. We provide quality Trust Administration and Probate services that are custom-made to the precise needs and goals of our clients.
We offer free, no obligation consultations to those who have experienced the loss of a loved one.
Planning Ahead for Estate Administration
You should consider the matter of estate administration when you are planning your estate. Expressing your wishes in writing is part of the equation, but who will set the wheels in motion after you pass away?
The Anatomy of a Trust
If you use a trust to arrange for the distribution of your financial assets, you name a trustee to administer the trust after your passing. You also name a beneficiary or beneficiaries who will receive monetary distributions after you die.
There are a number of different tasks that must be completed shortly after you pass away. Your trustee should understand how to proceed. In many cases, he or she will benefit from the assistance of a trust attorney.
To learn about trust administration in-depth, download our free report on the topic. This report is complementary, and it will provide you with a great deal of vital information.
You can download the report through this link: Trust Administration Report.
The Legal Process of Probate
A last will must be admitted to probate before the heirs to the estate will receive their inheritances. The probate court examines the will to determine its validity. The personal representative or executor administers the estate under the supervision of the probate court.
There are many different tasks that must be undertaken during the probate process. To facilitate a smooth passage through probate, the executor will often bring in a probate lawyer to assist.
We also offer a free special report on the process of probate. To access the report, click this link: Probate Report.
Campbell and Aptos California Trust Administration Consultation
If you would like to discuss trust administration and/or probate with a licensed and highly experienced attorney, our firm can help. You can contact us through this website to schedule a free consultation, or you can call us at (408) 356-9200.