MCB Estate Planning
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What is Trust Administration?

I provide limited trust administration services for both trustees and beneficiaries.  For trustees, I can help produce the necessary templated documents to begin the trust administration process and let clients know what steps are necessary in each trust administration.  This can be from the initial appointment due to death or incapacity through the distribution of the trust to the beneficiaries.  For beneficiaries, I let them know what to expect through the trust administration.

I take a common sense approach to administration – I know that the more beneficiaries fight, the more attorneys win.  As a result, I try to find common ground and encourage communication between all parties so lasting legacies go to their intended parties – and not to the attorneys.  I take pride in knowing that I make things a little better during one of the most difficult times of my client’s life.  I have assisted hundreds of families with mediating disputes amongst themselves before significant fighting permanently damages relationships.

Who do I work with?

An individual that is named as a trustee of a trust.  In some cases, I also consult beneficiaries of a trust who have questions about the trust administration process or want to make sure the acting trustee is fulfilling their obligations.  If needed, I can make referrals to litigators and other professionals as needed.

Why Choose Us?

  • Accessibility

    When you ask for me, you get me.  Unlike most financial service professionals, I even give out my cell phone number.

  • Experience

    I’ve been doing nothing but this type of work for 15 years and I am in my early 40’s.  I have the credentials and experience needed to a great job, but young enough that I will be around when your heirs need me.

  • Passion

    Most estate planners fell into this practice area – I chose it.  I knew even before college that I found an area where I could work with real people to get real results and have a significant positive impact on their lives.  Even though I am not a licensed attorney, I can assist you with many of your needs.

Contact Us

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  • MCB Estate Planning
    MAIN OFFICE
    3017 Douglas Blvd., Suite 300
    Roseville, CA 95661

  • 916.774.7562

  • 916.798.6102

  • michael@mcbEstatePlanning.com

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Disclaimer

This web site is designed for general information only. The information presented at this site should not be construed as providing legal advice.

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MCB Estate Planning

Main Office Location
3017 Douglas Blvd, Suite 300,
Roseville, CA 95661

Phone: 916.774.7562
Mobile: 916.798.6102

Email: michael@mcbestateplanning.com

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  • Probate Administration
  • Additional Services
  • About Us
  • Contact
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