Trust Administration

The Lepe Law Firm can help you administer a Living Trust

Once the Grantor of a Living Trust passes away, the Living Trust needs to be administered by the Successor Trustee. The Trustee is obligated to administer the Living Trust pursuant to the California Probate Code. Our office can assist you with your obligations to ensure that you avoid liability.

Trust Administration

Statutory Notice

In the early stages of the Trust Administration process, a Statutory Notice needs to be sent out to the individuals entitled to notice.

Trust Distribution

In the administration of a Living Trust, either the assets are sold to pay off debts and the balance is distributed to the beneficiaries, or the assets are distributed to the beneficiaries.

Heggstad Petition

Whether a property is included in a trust or not is a critical question that a probate court can solve. In California, a Heggstad Petition is a court process initiate to request that the probate court declare a particular piece of property a trust asset, even if the title to that property was not formally transferred to the trust.

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Experience

We are skilled at interpreting the law and crafting a solution for your legal issue.

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We embrace confidentiality and maintain client records in the strictest of confidence.

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We are eager to take on your legal issue and will stop at nothing to ensure your needs are met.

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We work smarter and harder for you. Complete comprehension of the law is our goal, and success is our constant focus.

Book an appointment with The Lepe Law Firm today

The professionals at The Lepe Law Firm are ready to talk with you today about your legal issues. From estate planning to real estate litigation, we will provide you the legal advice you need to find a favorable resolution.