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.