We partner with you to craft a comprehensive long‑term care plan that preserves your hard‑earned assets, safeguards your family’s security, and ensures you receive compassionate, high‑quality support.
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A Trust is a legal agreement in which a Grantor (also known as the Trustor or Settlor) appoints a Trustee to manage and distribute assets according to their wishes. Most often, the Grantor acts as the original Trustee, with a Successor Trustee named to step in if the original Trustee is incapacitated or passes away.
Serving as a Successor Trustee is both an honor and a legal responsibility. After the Grantor’s death, you may be required to:
Safeguard all trust-held property and financial accounts responsibly.
Legally inform all required parties of the trust administration process.
Handle outstanding debts and ensure all necessary tax filings are completed.
Maintain clear records and reports as required by law or the trust.
Follow the trust’s terms to transfer assets to beneficiaries accurately.
Update ownership records for any real estate held in the trust.
We charge based on the actual work performed—not the value of the estate—so you only pay for what you truly need.
No hidden costs or surprise invoices. We provide clear, upfront pricing to help you plan with confidence.
Get knowledgeable legal guidance tailored to your situation—delivered with integrity, compassion, and care.
Feeling overwhelmed about what to do next?
When you're named as a Successor Trustee, it can be hard to know where to begin—especially if you're also coping with the loss of a loved one. To help you stay organized, avoid common mistakes, and feel more confident in your role, we've created a simple, easy-to-follow checklist just for you.
This free resource outlines the most important legal and financial steps you need to take after becoming a Trustee—so nothing gets missed and you're protected every step of the way.
Download your checklist today and move forward with clarity.
A lawyer isn’t required, but legal guidance helps ensure compliance, avoid disputes, and simplify complex tasks—especially with multiple assets or beneficiaries.
Typically 6–12 months. Timelines vary based on assets, real estate transfers, tax filings, or beneficiary issues.
Trustees are legally liable for errors. Missed deadlines or mismanagement can lead to legal consequences. Guidance is key.
Yes. California law allows reasonable compensation, and some trusts include specific payment terms.
If you work for a company that offers MetLife be sure to inform us, as we may be able to prepare most of your estate planning documents at no cost to you. Please be aware that our Private Client receive additional documents and services not covered by MetLife, which you can add and pay out of pocket.
We partner with you to craft a comprehensive long‑term care plan that preserves your hard‑earned assets, safeguards your family’s security, and ensures you receive compassionate, high‑quality support.