Trust Administration

Service Description

The California Probate Code requires that the Trustee of a Trust or the Executor(ix) of an estate complete certain tasks within important time frames throughout the administration process. Along with our trusted network of CPAs, realtors, and other industry professionals – we ensure our clients are compliant with any deadlines or legal requirements. We make the process understandable, smooth, and efficient for those tasked with the important role of administering a trust.