Gain peace of mind with California Trust Administration — whether you’re settling an Estate, planning ahead, or need expert support, Vanguard is here to help with compassion, clarity and care.
Trust Administration (sometimes called Death Administration) is the legal and financial process of carrying out a person’s wishes after they’ve passed, as outlined in their Trust.
In California, this includes tasks like managing assets, notifying beneficiaries, settling debts, and ensuring property is distributed correctly.
Whether you’re helping to settle a loved one’s Estate, serving as a Successor Trustee, or simply planning ahead — the responsibilities can feel overwhelming.
The good thing is that you don’t have to do them alone.
Planning ahead reduces stress later — we’ll help you create an Estate Plan or prepare your Trust for smooth administration when the time comes.
If you've been named as a Successor Trustee we'll guide you through your responsibilities with clarity and expert support so you can carry out your duties with confidence.
You're not alone. If someone has passed away or you simply have questions about your options, we'll help you understand what's needed and what comes next.
Whether you’re handling a loved one’s Estate today, preparing to serve as a future Trustee, or looking for a professional to take on the role entirely, we offer the trusted support you need.
We guide Trustees, can serve as licensed fiduciary, help families plan ahead, and ensure Trusts are administered properly from start to finish.
No matter where you are in the process, we’re here to simplify it, protect your interests, and help you move forward with confidence!
Not sure where to start? Just reach out!
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.
Firstly, 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.
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Whether you need a Trust, Power of Attorney, or guidance on your Estate Plan, we’re here to help!
Use the form to tell us about your needs, and we’ll provide guidance you’re looking for.
