Trust Administration
As a trustee, you are required to honor the wishes of the trust’s creator and act in the best interests of the trust’s beneficiaries. The role demands careful attention: gathering and protecting assets, managing expenses, addressing tax obligations, and ultimately distributing property.
Partnering with an experienced legal team ensures these steps are managed efficiently and with the care they deserve. At Shafae Law, we provide ease and reassurance—guiding trustees through the administration process and delivering the legal support needed to fulfill their responsibilities with confidence.
Led by Matt Shafae
An award winning, Certified Legal Specialist in Estate Planning, Trusts, and Probate Law by the State Bar of California, with an LL.M. in Taxation.
Shafae Law combines deep expertise with practical, client-focused service.
HOW WE WORK
Convenient, remote legal services. We host meetings via Zoom and offer a secure, online platform for scheduling appointment and sharing documents.
Transparent pricing. We handle trust administration on a flat-fee basis and never charge for phone calls or emails.
Free, confidential, no-obligation consultation. We help you make informed decisions from the start. In your remote consultation, we’ll review your estate plan documents and discuss your unique situation.
WHO WE SERVE
Shafae Law represents the successor trustee(s) named in the trust document, in their fiduciary capacity. Our comprehensive services guide clients from notifying and filing through distribution and allocation of assets.
If you are a non-trustee beneficiaries or require services related to contests, disputes, or litigation, we would be happy to refer you to a trusted professional in our network.
Trust Administration Responsibilities
Trust administration is a partnership between trustee and attorney.
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Guiding trustees through legal requirements and deadlines.
Preparing and filing required legal notices.
Assisting with property transfers and recording deeds.
Coordinating with appraisers, accountants, and financial institutions.
Advising on tax matters and preparing documents as needed.
Protecting trustees from liability by ensuring the process complies with California law.
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Gathering important documents and financial information.
Managing and safeguarding trust property.
Keeping clear, accurate records of all trust transactions.
Communicating with beneficiaries about the process.
Making distribution decisions as outlined in the trust.
You don’t have to navigate trust administration alone.
Questions? Email: info@shafaelaw.com or Call: 650-389-9797