If a loved one dies with a trust in place, then I can counsel you as the successor trustee of the trust. I provide guidance and assistance in interpreting the dispositive provisions of trusts.

I regularly advise and assist trustees on their fiduciary duties and responsibilities under the trust, including but not limited to:

  • Identifying and contacting all beneficiaries under the trust
  • Conducting an inventory of trust property
  • Paying all lawful debts owed by the decedent.
  • Obtaining a tax identification number from the IRS, if required
  • Opening a bank account for the trust
  • Selling or disposing of any assets of the trust
  • Filing the necessary tax returns
  • Preparing an accounting of receipts and disbursements
  • Distributing the assets to the appropriate person under the trust including the preparation of the necessary conveyance documents such as deeds, mineral deeds, assignments, etc.

I can help you through this process in a timely and efficient manner.

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