Trust Administration Assistance

Benefits of Hiring an Experienced Attorney

Trust Administration Assistance – Hiring an attorney will help to ensure that your trust is set up correctly, that it works in harmony with your other estate planning documents, and that you’ve taken the necessary steps to minimize both taxes and the probate process. The specific benefits are listed below.

• An attorney will work with you to determine the best specific solutions to achieve your wishes. Every client is different, and our experienced attorney has had experience working with people with all types of goals and desires.
• An attorney will help you establish your living trust. Creating a trust can be complicated, and our experienced attorney is trained in the creation process. By working with an attorney, you will get help funding it, making sure it’s legally compliant, and with minimizing the tax burden.
• An attorney will help you pick a trustee. Your trustee must be responsible and keep your best interests in mind. An attorney will make sure you and your trustee fully understand the responsibilities of a trustee.
• An attorney will guide you through all the trust options. There are many kinds of special trusts for people’s varying needs. An attorney will help you go through the benefits and drawbacks of each kind with your specific needs in mind.

Are you a trustee lost in the dark?

We understand that getting appointed to be a trustee for a loved one can be confusing and stressful. At Hayes Law Firm, we want to minimize these feelings and help make your process go as smoothly as possible. We are providing FREE Webinars on the steps you as a trustee should take to ensure your loved one’s wishes are met. Sign up below!

Trustee, Executor, and Power of Attorney Training School (Webinar w/ Live Q&A): Our next Trustee & Power of Attorney Training School webinar will teach both clients and the general public, how to become a Trustee, Executor, or Power of Attorney, and what duties they will be responsible for handling. Get your questions answered by an experienced attorney! Sign up for the next webinar HERE.

We also have created a Trust Administration webinar as one of the three webinars in our latest webinar series, What To Do When a Loved One Dies.

Trust Administration Assistance – Check out the topics covered in our webinar, Part 2: Trust Administration. Click here to register!

*For more information about The Hayes Law Firm, visit our Google My Business page.

Check out our previous post: Unintended Consequences of a Do-It-Yourself Estate Plan

This website is not intended to be a source of solicitation or legal advice. General information is made available for educational purposes only. The information on this blog is not an invitation for an attorney-client relationship, and website should not be used to substitute for obtaining legal advice from a licensed professional attorney in your state. Please call us at (626) 403-2292 if you wish to schedule an appointment for a legal consultation.