Estate Administration

Trust Administration

When a loved one passes away and leaves a revocable living trust, the trust must still be properly administered to carry out their wishes. Even though trust administration avoids the court-supervised probate process, a successor trustee in California is still responsible for a series of legal, financial, and administrative steps to ensure assets are managed, valued, and distributed correctly.

For many families, navigating California trust administration can feel confusing and stressful—especially while grieving. A successor trustee must follow state law, provide required notices, handle trust assets responsibly, avoid conflicts of interest, and communicate clearly with beneficiaries. Without guidance from an experienced San Diego trust administration attorney, even small missteps can create friction or lead to personal liability.

With the right support, the process becomes far more manageable. Clear direction helps you fulfill your duties as trustee, honor your loved one’s intentions, avoid unnecessary conflict, and protect the trust assets as they move to the beneficiaries your loved one chose. LEARN MORE

Probate

Probate is the court-supervised legal process required when someone passes away and their estate must be formally settled. During probate, the court authenticates the will, appoints a personal representative, identifies and values the decedent’s assets, ensures all debts and taxes are paid, and ultimately oversees the transfer of the remaining estate to the rightful beneficiaries.

For many families, the California probate process feels overwhelming—especially when navigating court filings, notices, deadlines, and financial responsibilities during an already emotional time. Working with an experienced San Diego probate attorney can bring clarity, reduce stress, and help you avoid costly mistakes or delays.

With knowledgeable guidance, you can move through the probate process efficiently, protect the estate, and honor your loved one’s wishes with confidence. LEARN MORE