Services
Trust Administration
About
Trust Administration
When a trust becomes active, someone has to administer it. That can mean managing assets, reviewing the trust terms, communicating with beneficiaries, preparing notices and accountings, paying expenses, and making distributions.
For some trustees, that process feels manageable. Others prefer guidance throughout the administration or help with only the more complicated parts.
Short & Stevens Law can assist with as much or as little of the process as you need — from interpreting the trust and organizing next steps to accounting, notices, beneficiary communication, and final distributions.
More Than Following
A trustee has a duty to manage the trust carefully and carry out its terms for the benefit of the beneficiaries.
Understand the Trust
Review the trust terms, identify your authority, and understand what the document requires.
Manage Trust Assets
Communicate & Account
Keep beneficiaries informed and maintain clear records of trust activity when required.
Distribute & Complete
Pay appropriate expenses and distribute assets according to the trust before closing administration.
Key Terms
Trust Administration
Trustee
Successor Trustee
The person or entity who steps in when the originally named trustee is unable or unwilling to serve.
Grantor / Trustor / Settlor
Beneficiary
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FAQ’s
Frequently Asked Questions
When does trust administration begin?
Administration often begins when the person who created the trust dies or when the current trustee can no longer serve.
What does a successor trustee have to do?
It depends on your assets, family structure, goals, and how you want your estate handled. An attorney can help you compare the options.
Do I need an attorney to administer a trust?
It depends on your assets, family structure, goals, and how you want your estate handled. An attorney can help you compare the options.
How long does trust administration take?
It depends on your assets, family structure, goals, and how you want your estate handled. An attorney can help you compare the options.
What is the difference between trust administration and probate?
It depends on your assets, family structure, goals, and how you want your estate handled. An attorney can help you compare the options.
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