by James F. Roberts | Jul 7, 2017 | Administer a Trust, Trustee Duties
You have been named executor and want to serve as the executor of his estate and help settle his debts and distribute his assets according to the terms of his will, trusts, and other applicable estate documents. You should call an attorney to help you.
by James F. Roberts | Jul 7, 2017 | Administer a Trust, Trustee Duties
Trust funding is important because many of the benefits that are provided by using a trust are not accomplished unless the assets are actually moved into the trust before the creator passes away. This often means the trustee is responsible for funding the sub-trusts.
by James F. Roberts | Jul 7, 2017 | Administer a Trust, Trustee Duties
Getting a receipt for a disbursement is important to protect the personal representative or trustee proving that what was supposed to be was fulfilled. Here is more information about getting a receipt for a disbursement.
by James F. Roberts | Jul 7, 2017 | Administer a Trust, Estate Expenses, Trustee Duties
An attorney can help you to administer a trust correctly and save you a lot of time and energy making sure you follow California law. Contact us today if you have questions about serving as trustee.
by James F. Roberts | Jul 7, 2017 | Administer a Trust, Trustee Duties
As part of the trust administration process, the administrator of an estate should obtain an asset valuation for the estate or trust property. Get an experienced attorney to help you complete all the needed tasks trustees face.
by James F. Roberts | Jul 7, 2017 | Administer a Trust, Trustee Duties
While it may be tempting to skip over the appraisal when facing extensive tasks during a trust administration, it is important to have an appraisal when funding a sub-trust! Read more here!