San Bernardino Lawyer Handling the Administration of Living Trusts

Woman signing living trustMany people are financially prudent and create a living trust during their lifetime. Upon the passing of such individuals, it is important to ensure that the trust’s assets are properly distributed to the heirs of the estate. There are many steps involved in ensuring that the administration of a living trust is properly handled. Failing to follow these steps may result in a delay of issues being resolved. Hiring an attorney to assist with this process can help to facilitate the distribution of assets. Our San Bernardino probate lawyer assists those handling the administration of a living trust. Contact our office today to schedule a consultation.

Attorney assisting Inland Empire residents with details of administering a California living trust

There are a great number of tasks that must be completed after the creator, also known as a “Settlor” or “Trustor,” of a California living trust passes away. Completing these tasks timely and correctly is critical to ensuring that the trust’s assets are properly distributed to the trust’s beneficiaries. You will need to properly account for the trust’s assets, ensure that tax returns are timely filed, notify the trust’s beneficiaries of the death, notify creditors, contact governmental agencies, and, depending on the circumstances, work with an estate executor to deal with any assets, which are being transferred into the trust. While these steps may seem simple, hiring a professional can be of great assistance.

Candice Garcia-Rodrigo is a San Bernardino probate attorney assisting Inland Empire residents with the administration of California living trusts. Once retained, we immediately create a list of documents needed to properly resolve any outstanding issues for the trust. We also create a plan to ensure that all legal requirements are met in administering and distributing the trust’s assets. Candice understands that it is difficult to lose a loved one and she will work diligently to ensure that the matter proceeds as smoothly as possible so that the heirs can worry about the important business of moving life forward. Contact our office today to speak with our lawyer. We also service Rancho Cucamonga, Fontana, Ontario, Victorville, Rialto, Hesperia, Chino, Upland, Apple Valley, Redlands, Highland, Colton, Yucaipa, Montclair, as well as Los Angeles.

Probate lawyers providing regular communication to San Bernardino residents administering a living trust

One of the most important aspects of administering a living trust is to ensure that one is organized and that things move along in a timely fashion. Doing so requires that one’s attorney be in regular communication. We pride ourselves on offering a level of communication not offered by many other lawyers. We have office policies in place to ensure that phone calls are returned within one business day, if not the same day. We regularly follow up with our clients to ensure that they know what to expect as the process moves forward, to keep them up to date as to the status of our efforts, and to let them know what we need from them. Our goal is to move your case along as smoothly as possible. This is our promise.

All cases must be properly reviewed prior to determining applicable law and likely conclusion.