Wills, Trusts & Probate Law Blog

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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Must-Know Facts About California Inheritance Law - Werner Law Firm

Must-Know Facts About California Inheritance Law

POSTED ON: June 21, 2021 BY: Troy Werner
We leave something behind for our loved ones to inherit when we die. The basics of how inheritance law works remain the same throughout the United States. Our property and assets are distributed to our loved ones. Certain documents prepared before death (also known as an estate plan) can further specify how we want our […]
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The California Trust Administration Process - Werner Law Firm

The California Trust Administration Process

POSTED ON: January 11, 2021 BY: Troy Werner
When a person dies, their assets must be distributed among their relatives or persons of their choosing. Accounts, real property, and even sentimental items may be bequeathed to individuals, groups, or organizations. An estate plan can help a decedent’s loved ones (and the appropriate probate court) determine who gets what after death. Estate plans often […]
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The Role of a Fiduciary in Estate Planning - Werner Law Firm

The Role of a Fiduciary in Estate Planning

POSTED ON: July 27, 2020 BY: Troy Werner
Infidelity is the act of betraying someone’s trust. Its opposite is fidelity, which involves loyalty. In the very same linguistic branch, we have “fiduciary”, which describes a relationship of trust and responsibility between two individuals, where one (the fiduciary) is acting as a representative for the other (the principal). In estate planning, the planner, grantor, […]
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IRS Form 1041: Estates and Trusts That Must File - Werner Law Firm

IRS Form 1041: Estates and Trusts That Must File

POSTED ON: March 2, 2020 BY: Troy Werner
Playwright Christopher Bullock once wrote that nothing is certain, save death and taxes. Sometimes, the two coincide, leaving behind a somewhat complicated situation. If you are not familiar with tax law, then sorting through its intricacies can be difficult. In the event of a loved one’s passing, you, or someone close to your loved one […]
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Power of Attorney vs. Executor: What's the Difference? - Werner Law Firm

Power of Attorney vs. Executor: What's the Difference?

POSTED ON: October 28, 2019 BY: Troy Werner
When securing your estate, it pays to remember that choosing the right person for the job can make an astounding difference. You can secure your assets through trust agreements and a well-written will, but the management of your estate during and after your death will require the calm and experienced hand of a trusted friend […]
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Living Trusts: You’ve Been Appointed Successor Trustee – Now What? | Werner Law Firm

Living Trusts: You’ve Been Appointed Successor Trustee – Now What?

POSTED ON: February 5, 2018 BY: Troy Werner
In the estate planning world, a living trust is considered a powerful and versatile tool. Through it, a person can assign beneficiaries to their wealth and property, and plan ahead to create their own administration process without a probate court watching. The trustee creates and oversees the trust. The successor trustee is the person the […]
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Why Our Living Trust Law Firm & Probate Attorneys?

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

If you're dealing with a legal matter, we urge you to schedule a free initial appointment today and join the many satisfied clients who have contacted Werner Law Firm.

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The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship. See full disclaimer here.
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