Whether you are an acting or court-appointed trustee or administrator, we provide
expert trust administration services to help you manage trusts, oversee after-
death administration, retitle and record real property assets, and distribute estate
assets—ensuring a seamless, efficient, and affordable process.
Trust Administration Services
Preparation of Trustee Notifications to Beneficiaries
Notify beneficiaries of the trust and their rights in accordance with their instructions.
Creation of Inventory of Trust Assets
Compile a comprehensive list of trust assets, including valuations, based on provided information.
Drafting of Trust Distribution Plans
Prepare detailed plans for asset distribution as instructed by the client, ensuring clarity and organization.
Affidavit of Death of Trustee or Settlor
Assist in preparing these affidavits to document a trustee or settlor’s passing.
Preparation of Property Transfer Forms
Assist with deeds, such as Grant Deeds or Trust Transfer Deeds, and related forms like Preliminary Change of Ownership Reports.
Trustee Acceptance and Resignation Forms
Prepare forms for trustees to accept or resign from their role, based on client instructions.
Trust Accounting Services
Preparation of Statements of Receipts and Disbursements
Draft detailed financial summaries of trust income and expenses during a specific accounting period.
Drafting of Annual Trust Accounting Reports
Provide a clear and professional financial report for beneficiaries.
Final Trust Accounting
Prepare a comprehensive summary of the trust’s financial activities for its termination.
Supporting Documentation
Organize and include bank statements, receipts, and invoices as provided by the client for accuracy and transparency.
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