Trust administration
Successor trustee representation
The first ninety days decide the next three years. We act for the trustee, and say so at the first call.
The work begins with what you are required to do and by when: serve notice, gather and value the assets, keep records from the first day rather than the first demand, and distribute only when it is safe to.
Almost every administration that goes wrong went wrong because records were assembled a year late, from a bank statement and a memory. Built as you go it is a morning's work a month.
What this involves
- The statutory notice and when it must go out
- Trust certification for banks and title companies
- Date of death valuations
- A written sequence for everything that follows
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Also in trust administration
- Notices and trust certifications
- Trust accountings
- Distributions and closing a trust
- Beneficiary representation
Who does this work
