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In California, administering a Trust is essential to ensure your loved one’s assets are distributed according to their wishes after they pass. At Vanguard Legal Group, we understand that navigating these legal requirements during a challenging time can feel overwhelming.
We Simplify Complexity: Whether you’re managing a Trust as a surviving spouse or handling the Estate as a Successor Trustee, our experienced team can help you with every detail – from obtaining tax IDs to preparing statutory notices and filing all necessary paperwork.
With Vanguard Legal Group, Trust Administration is straightforward and stress-free. Let us shoulder the legal complexities while you concentrate on honoring your loved one’s legacy.
Whether someone has a Trust or not, their estate must be administered upon one’s passing. The State of California requires this administration process, called Trust Administration, to legally distribute someone’s assets to another individual after death.
In short, Trust Administration needs to happen after you pass and before any beneficiaries can receive any portion of your estate.
Depending on your marital status, the Trust Administration process may look different. If you leave behind a surviving spouse, the administration will focus on removing your name from various components of your estate plan. In contrast, the administration for a single individual will focus on legally empowering your successor trustee to enact your wishes.
We’re very sorry for your loss. Please contact our Client Services team at 888-995-6014 or using the form below.
After deciding to move forward, your attorney will provide a one-on-one consultation, review the Trust documents, and answer any questions.
We will then complete the necessary steps to allow the successor trustee access and control of the assets.
Choosing a local firm means choosing personal service, faster support, and trusted professionals who understand your community — and, most importantly, the nuances of California law.
At Vanguard Legal Group, we’ve helped thousands of San Diego County households create, maintain or administer custom-tailored Estate Plans that reflect their specific values, protect their assets, and bring peace of mind.
Use the form to tell us your needs, and we’ll provide the guidance you’re looking for.
Probate in California is a legal process for all estates valued over $184,500 when the property or assets are not in Trust.
A Revocable Trust, also known as a Living Trust, is a legal arrangement in which an individual (the grantor or settlor) transfers assets into a Trust during their lifetime.
When someone creates a trust, they are the Trustor or Grantor. When they die, their named Successor Trustee would take control of trust assets and administer the trust’s terms.
Whether you need a Power of Attorney, a Trust, or guidance on your Estate Plan, we’ll help!