Avant Law Corporation is your go-to source for exceptional trust and estate administration in Rancho Santa Fe. We have extensive experience in California trust and estate laws and pride ourselves on paying attention to the smallest details to achieve each client’s unique needs.
Contact a Santa Fe estate planning attorney at (888) 619-2826 to find out how we can help you with trust and estate administration during a free case review.
Why Avant Law Corporation Is Right for You
- We have a reputation of excellence based on our strong family and community values, relentless dedication to clients, and the long-term relationships we foster with clientele.
- You will have frequent communication and updates from your attorney through trust and estate administration. We are known for our responsiveness and commitment to clients.
- Our legal team brings together over 200 years of legal experience handling estate planning and related legal processes. We will know exactly how to reach your specific goals.
How a Trust & Estate Administration Attorney in Rancho Santa Fe Can Help
Hiring a Rancho Santa Fe trust and estate administration attorney can be the key to successful administration. The probate process can be a headache for everyone involved. Whether you are an executor, a beneficiary, or a trustee, hiring an attorney can come with numerous benefits. Your lawyer will understand the strict and detailed laws California uses to govern trust and estate administration.
Your lawyer will help you avoid common administrative mistakes, such as missing important deadlines or incorrectly preparing legal documents. You can trust your attorney to handle complex legal processes for you during estate or trust administration with legal services tailored to you and your family.
What Does Trust and Estate Administration Mean?
Trust and estate administration refers to the management and distribution of a person’s assets after his or her death or incapacitation. Trust administration in Rancho Santa Fe typically involves a revocable living trust, which can allow the individual’s family to avoid probate if it is properly funded.
During administration, the trustee will be responsible for tasks such as contacting beneficiaries, paying off the deceased person’s final debts or liabilities, and distributing assets according to the terms of the trust. Oftentimes, trustees decide to work with attorneys to ensure they are performing their required tasks correctly and efficiently.
Estate administration, on the other hand, describes the probate process. If there is no trust when an individual passes away (or some assets were not included in the trust), it will be necessary to administer the estate via probate court. Again, those named as administrators or executors during estate administration have the right to hire attorneys to aid them in upholding their responsibilities and avoiding common mistakes.
Trust vs. Probate in Rancho Santa Fe
Trust administration keeps the owner of the assets in charge of how they will be managed and distributed after his or her death by avoiding probate. This is accomplished by creating a trust that the individual controls until death or incapacitation, at which point a named trustee will take over to administer the trust according to the grantor’s wishes.
Estate administration, on the other hand, typically involves the probate process. During probate, the court will control the distribution of a person’s assets and payment of liabilities. A judge will name beneficiaries and manage the transfer of property according to California’s laws of intestate succession (if there is no will).
Contact Our Estate and Trust Administration Firm for Legal Assistance in Rancho Santa Fe
Administering a trust or estate can be a stressful and complicated process. Working with a Rancho Santa Fe trust and estate administration lawyer at Avant Law Corporation can make things easier. You can have total confidence in your administration with our team of attorneys by your side.
We are relentlessly dedicated to our clients and will come to you for a free consultation if you cannot come to us. Contact us today to schedule your free initial case review, either in person or remotely.