Trust Administration

Estate Planning Practice Group


Trust administration is the process used to ensure that the trustee complies with California law and is carrying out the mandates of the trust as written. For example, a common task in trust administration is ensuring that the title to assets held in the trust is properly transferred. Trust administration also includes the process by which a trustor’s estate is distributed following his or her death. Following the trustor’s death, the successor trustee(s) takes over management of the trust. The trustee of any trust has a number of fiduciary duties with regard to the trust and its assets. One such duty is to account to beneficiaries.

While trust administration is generally handled outside the court system, breach of any of the trustee’s fiduciary duties can result in a court action being brought by a beneficiary. For this reason, it is important that a trustee seek out the help of a qualified trust attorney for guidance. The attorneys at Lonich Patton Ehrlich Policastri are experienced in the area of trust administration and can advise the trustee regarding their duties and responsibilities while guiding them through the trust administration process. In addition, our attorneys have experience assisting beneficiaries who believe the trustee is not acting properly. We invite you to contact our office to schedule a free, no obligation consultation to discuss your trust administration needs.

1871 The Alameda, Suite 400,
San Jose, CA 95126