Trust administration is the process of carrying out the terms of a trust after the original trustee is no longer able to manage the trust or has passed away. Our experienced team is dedicated to providing comprehensive support to successor trustees, ensuring the smooth transition and proper administration of trust assets.
We assist successor trustees in fulfilling their fiduciary duties, which may include complying with statutory requirements, managing beneficiary expectations, creating sub-trusts, and transferring assets according to the terms of the trust document.
At Marlene Fong, Esq., we understand the importance of trust administration and the impact it can have on beneficiaries and family members. That's why we offer personalized guidance and attention to detail, helping successor trustees navigate the legal and financial aspects of trust management with confidence and peace of mind.
Our firm is committed to serving the trust administration needs of clients throughout California. Contact us today to schedule a consultation and learn how we can assist you in effectively administering your trust.
2161 Harbor Bay Parkway, Alameda, California, 94502
marlene.fong@fonglaw.com
Mon - Fri 9:00am - 5:00pm
And By Appointment
We offer remote appointments via Telephone or Video-Conferencing
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