Trust Administration is a process to carry out the terms and distribution of a particular trust.

Maybe you lost a spouse, a parent, or a close friend. Your loved one named you as the successor trustee of his or her trust. You are now faced with the daunting task of administering the instructions found in the trust document after their passing. You are overwhelmed with the complexity of trying to comply with state law, preserving the federal tax exclusion amount, and changing the title to assets.

The team at Alley Law can work closely alongside you and guide you through the treacherous waters of trust administration so that you may faithfully fulfill your legal responsibilities as successor trustee.

Alley Law’s trust administration services includes, but is not limited to:

• Review of Trust Documents

• Titling of Assets

• Fulfillment of Notice Requirements to Beneficiaries

• Preparing Statutory Accountings

• Legal advice regarding Distribution of Assets and Property 

• Legal advice regarding Filing of Income and Estate Tax Returns