Trust Administration

Fiduciary obligation assistance

After an individual’s death, their assets will be sorted, debts, paid, tax returns filed, and the remainder of the assets distributed as per the directions of the deceased. Typically, the activities required to administer an estate are conducted on behalf of the deceased by a person who is serving in a fiduciary capacity such as an executor or trustee. Most fiduciaries retain the services of an attorney who specializes in trust and estate law to assist them in the proper execution of their duties. LEARN MORE

Beneficiary rights

If you have been named as the beneficiary of a trust, you are entitled to certain rights including, but not limited it to, the right to a true, complete, and final copy of the trust, the right to contest the trust and any of its provisions or amendments, the right to be reasonably informed about the trust and its administration, and the right to an accounting. Sometimes these rights are violated by trustees that fail in their fiduciary duties. When this happens, a beneficiary should contact an attorney who is experienced in handling cases involving beneficiary rights in order to protect their interests.