Trust Administration
Serving as a trustee is an important responsibility. In this role, you are entrusted to honor the wishes of the trust’s creator and act in the best interests of the trust’s beneficiaries. It demands careful attention: gathering and protecting assets, managing expenses, addressing tax obligations, and ultimately distributing property.
Partnering with an experienced, specialized legal team ensures these steps are handled efficiently and with the care the role requires. Shafae Law brings ease and reassurance — guiding trustees through the trust administration process and providing the legal support needed to fulfill their responsibilities with confidence.
Why Work With Shafae Law?
We understand trustees need guidance they can trust, fees they can understand, and approachable support. Led by Matt Shafae, a Certified Legal Specialist in Estate Planning, Trusts, and Probate Law by the State Bar of California, with an LL.M. in Taxation, our firm combines deep expertise with practical, client-focused service.
We’ve guided countless trustees through the administration process, helping them avoid costly mistakes and disputes, while simplifying complex legal and tax requirements. With our flat-fee structure, you’ll know exactly what to expect; and with our personalized approach, you can feel confident and supported every step of the way.
Trust Administration Responsibilities
Trust administration is a partnership between trustee and attorney.
-
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.
-
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