Estate Administration

What Happens To Your Trust When You Die?

Your Successor Trustee is responsible for executing the instructions directed by your Trust.  He or she will have many duties and liabilities.  Among those are the following:


  • Marshall and safeguard all Trust assets.
  • Inventory and establish the value of all Trust assets.
  • Interpret the terns of the Trust.
  • Pay all appropriate taxes.
  • Pay all creditors to the estate.
  • Notify all Trust Beneficiaries.
  • Account to all Trust Beneficiaries the income, expenses and assets of the estate.
  • Distribute all Trust assets to the Trust Beneficiaries per the terms of the Trust. 

Our office is here to assist your Trustee and make sure all required action is taken as directed by the Probate Code which governs this process.