Trust Administration Archives

Trust Administration Checklist for First-Timers

September 26, 2022September 23, 2022 by Werner Law Firm

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 …

The California Trust Administration Process

January 22, 2021January 11, 2021 by Werner Law Firm

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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