Trust Administration

When a loved one passes away who has a trust, the successor trustee is supposed to begin the process of marshaling assets and distributing them to the beneficiaries. Oftentimes, the successor trustees may require help and guidance to understand the trust and what steps to take. The entire process can feel overwhelming, especially if you are grieving the loss of a loved one, but you are not alone. We understand what you are going through and are here to provide guidance and assistance along the way.

The first step is to call Family Roots Law to set an appointment, so we can review the trust agreement and begin the process for you.