Trust Administration Services

After the Loss: Helping You Handle the Legal and Financial Details

When a loved one dies it can be a confusing time in which you are in immense grief while also needing to make sure you handle all the technical details of locating assets, paying bills and making sure your loved one’s assets get to the right people, without conflict. We are here to help.

Whether your loved one created a trust to hold their assets, or did not, he or she did have assets (called the estate of the deceased) that must be handled with careful attention and it’s critical that you work with a Personal Family Lawyer® who can help you to do the right thing, minimize conflict and ensure the smoothest possible transition of assets.

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You Don’t Have to Navigate Trust or Probate Alone

When someone creates a trust as part of their estate plan, they must name a trustee to ensure the trust’s terms are handled properly. These individuals must carry out all of the trust’s instructions, and they’re legally responsible for doing so within the scope of federal and state law. Such duties are known as trust administration.

Serving in this capacity entails a huge level of responsibility and liability. What’s more, most people named as trustee will have limited, if any, background or experience in the legal and financial duties that come with administering a trust. In this case, the trust administration lawyers at Marsala Law Firm can work with the trustee to ensure the trust is administered properly and all legal requirements are satisfied.

If there is not a trust or if not, all assets have been properly titled in the name of a trust that was created, we can help your family through the process of estate administration, usually requiring a court process, called probate. If you are an executor or trustee, contact us for support in handling the transition of your loved one's assets as easily as possible.

Schedule Your LIFE &
LEGACY Planning Session Now

Estate planning is more than just documents—it’s about protecting your family, your assets, and your legacy. At Marsala Law Firm, we guide you every step of the way with personalized planning to ensure your wishes are honored. Start your estate plan today with a trusted estate planning attorney.

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