Email Us

Trust Administration

When a loved one dies and they have a trust, the process of trust administration will need to be undertaken. Our office provides services to help the nonprofessional trustee in administering family trusts. We help guide the trustee to discharge their duties under Trust Law and as a fiduciary to the trust beneficiaries.

This includes areas such as assisting the trustee properly in marshalling and managing trust assets; utilization of subtrusts for tax planning purposes; interpretation of the terms of the trust and other estate planning documents; ensuring that required notices, accountings and tax filings are completed on time; and ultimately the distribution of assets to the trust beneficiaries.

Trust administration can be a complicated task. Working with a trust attorney helps simplify the process.

Let us help you successfully fulfill your responsibilities administering your family trust.


5403 Scotts Valley Dr, Suite D
Scotts Valley, CA 95066

(831) 429-9500

Business Hours

Monday - Friday
8am to 4pm
Saturday & Sunday

Disclaimer: The information contained in this website location is intended to be for general information only and should not be relied on when making legal decisions without also obtaining competent legal counsel from an attorney. Laws vary from state to state and no representations are made to the accuracy of information except as it pertains to the laws of California.
© Law Offices of Christopher G Smith. All rights reserved.
Website By: Tree Top Web Design.