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Category: Trust Administration

Trust and estate administration refers to the management and distribution of assets and properties held in a trust or estate after the death of the owner. This process involves ensuring that the assets are distributed to the intended beneficiaries according to the wishes of the deceased, while also complying with legal and tax requirements. Trust and estate administration may include tasks such as filing legal documents, managing and distributing assets, resolving disputes among beneficiaries, ensuring compliance with tax and legal requirements, and providing guidance and advice to trustees or executors. Trust and estate administration is typically overseen by a lawyer, financial advisor, or other professional with expertise in this area. The goal of trust and estate administration is to ensure that the assets are distributed in an orderly and fair manner while minimizing costs and maximizing the value of the estate for the beneficiaries.

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What is a Survivor's Trust and How It Stands Out From Other Trusts - Werner Law

What is a Survivor's Trust and How It Stands Out From Other Trusts

POSTED ON: June 13, 2023 BY: Troy Werner
A survivor’s trust is one part of a joint trust strategy, usually between married couples. Also known as a survivorship trust, or a spousal trust, a survivor’s trust is created when the first spouse passes away, as part of an estate planning technique usually utilized to minimize estate taxes and provide the surviving spouse with […]
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Common Delays to the Final Distribution of Estate Assets - Werner

6 Common Delays to the Final Distribution of Estate Assets

POSTED ON: March 27, 2023 BY: Troy Werner
In this blog post, we explore the complex process of final distribution of estate assets, including the steps involved and important considerations to keep in mind. Whether you're a beneficiary or executor of an estate, understanding this process is crucial for ensuring a fair and timely distribution of assets. When a person dies, the process […]
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Executor Fees by State and the Role of The Executor - Werner

Examining Executor Fees by State and the Role of The Executor

POSTED ON: February 21, 2023 BY: Troy Werner
Creating a will is often the first step to a comprehensive estate plan, but it is far from the last. No matter what you plan to leave behind, someone must facilitate the process of managing your bequeathments and distributing them among your beneficiaries. That is where an executor comes into play. Continue reading for an […]
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Trust Administration Checklist for First-Timers - Werner Law Firm

Trust Administration Checklist for First-Timers

POSTED ON: September 23, 2022 BY: Troy Werner
A trust's creation, management, and resolution can be very complicated in the trust administration process. Whether you intend to be the future decedent and would like to create a trust to manage certain assets within your estate before and after your death, or whether you have been named as the successor trustee for a loved […]
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What to Know About a Non Probate Transfer in California - Werner Law

What to Know About a Non Probate Transfer in California

POSTED ON: July 12, 2022 BY: Troy Werner
When we die, the things we owned in life must pass on to the living. Aside from very minute exceptions – like being buried with your car – there is little you can truly take with you “beyond the grave.” To that end, there are special processes in place to facilitate the distribution of your […]
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Trust Property: What Is It and Who Owns It? - Werner Law

Trust Property: What Is It and Who Owns It?

POSTED ON: June 30, 2022 BY: Troy Werner
Trusts are flexible and powerful legal tools, in the right hands. However, when used inefficiently, they can become unmanageable, recklessly expensive, or serve as the equivalent of using a cannonball to swat a fly. If you want to make the most of your trust, start with why you might need one. In most cases, this […]
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Certification of Trust: What Is It and How to Use It? - Werner Law

Certification of Trust: What Is It and How to Use It?

POSTED ON: February 25, 2022 BY: Troy Werner
Trusts can be a very versatile and powerful tool. They allow us to designate beneficiaries and assign wealth to them in nearly any way, from monthly payouts to a conditional lump sum. But unlike most other estate planning documents, trusts are much more than just a document. The paperwork surrounding a trust establishes its existence […]
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How Does Probate Work When There Is No Will? - Werner Law Firm

How Does Probate Work When There Is No Will?

POSTED ON: November 4, 2021 BY: Troy Werner
Probate courts and the probate process are necessary for the validation of any last will and testament, as well as the arbitration of final debts and other financial obligations, and the ultimate distribution of a person’s estate left behind after death. Probate can and does work without a will and is necessary even if a […]
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Trust Litigation Attorney - Werner Law Firm

What Is a Trust Litigation Attorney and How Can They Help? 

POSTED ON: October 15, 2021 BY: Troy Werner
A trust litigation attorney plays a role in helping beneficiaries receive what they are entitled to and providing trustees the defense they may need against frivolous lawsuits. Trusts are rarely cut and dry, but trustee interference or poor conduct can make an already opaque and difficult situation far harder. The last thing you want to […]
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California Requirements For Last Will and Testament - Werner Law

California State-Specific Requirements for a Last Will and Testament 

POSTED ON: August 30, 2021 BY: Troy Werner
California requirements for a last will and testament can be confusing. Hiring a professional will ensure that your documents are legally binding. A last will and testament is the classic example of a basic estate planning document: a legally enforceable set of instructions left behind, to be executed after death, pertaining to the distribution and bequeathment of […]
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Founded in 1975 by L. Rob Werner and serving California for over 48 years, our dedicated attorneys are available for clients, friends, and family members to receive the legal help they need and deserve. You can trust in our experience and reputation to help navigate you through your unique legal matters.

Whether you need help creating a living trust or navigating probate, our living trust law firm's compassionate team of estate planning lawyers and probate lawyers are here to help you and ready to answer your questions.

Our goal is to make your case as easy as possible for you. Hiring a lawyer can be a daunting task, but it doesn’t have to be. From the moment you contact our firm, through the final resolution of your case, our goal is to make the process easy and understandable. We cannot change the fact that probate is a long and complicated process, but through our Werner Law Firm Difference, we strive to go out of our way to keep you informed of your case through every step of the way. We are constantly refining our processes and procedures for a more streamlined and calm client experience. Our goal is to have you feel like a burden was lifted from your shoulders, and that we made the whole process an easy one

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