San Diego
Trust Administration Attorney

Opelon LLP’s Trust Administration Attorneys represent California Trustees and Trust Beneficiaries.

Let us use our 25+ years experience to help you navigate California trust administration

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How can we help you?

Gather all Trust Assets and Communicate with Beneficiaries

Distribute Assets to Beneficiaries Pursuant to the Trust Instructions

Stay in Compliance with all Laws to Avoid Unnecessary Liability

What is Trust Administration?

Trust Administration is the management of trust property by a trustee to the advantage of the beneficiaries based on the exact terms stated in the trust document.

The entire administration process begins with a mandatory notification. This notification should be sent to the heirs and beneficiaries of the Trust.

When real property is owned by the trust, you need to record a certified copy of the death certificate together with an affidavit.

The successor trustee must ensure that the settlor’s wishes are fulfilled according to the terms of the trust.

Despite the steps involved in a trust administration process, it is quicker and generally less expensive than probate.

The property title is transferred from the deceased settlor to the trustee; a change of ownership form is processed.

With the exemption of property tax reassessment, the proper exemption form must be completed, if there is a property transfer from parents or children.

Because of the complex nature of the above actions, our trust administration attorneys are glad to help you through the probate process.

Why Hire an Attorney to Assist you with Trust Administration?

You just lost a loved one. The last thing you need is added stress.

Disbursing and managing property involves careful steps.

When you choose to work with experienced trust administration attorneys; the entire process can be safeguarded.

So you can focus on what is most important.

As trustees, you must identify and marshal all trust assets like investments, real property, personal property, and bank accounts.

Our attorneys will help transfer title to these assets to the trust’s beneficiaries.

We assist the trustee in obtaining the federal tax identification number of the trust and report to the IRS any earned income from the accounts.

All liabilities of the settlor and the debts will be settled. All disputes that may arise as a result of this or between beneficiaries or heirs with regards to distribution will be effectively resolved. If there is a need to file a federal estate tax return for the settlor, our attorneys will work with your CPA to complete the returns. In this instance, the value of the estate will be calculated.

A detailed account is kept for all funds that go into the running of the affairs of the trust. These include distributions from trust and deposits, all forms of review, and trust activities.


Trust Administration Fees

Unlike probate, trust administration fees are not set by law. The cost is determined based on the amount of time involved in administering the trust. Though our fees are much lower than most trust administration law firms, we do not compromise on the service we offer.

When it comes to trust administration, clients save money compared to the court filing fees or fees paid under probate.

Trust Administrator Duties

The role of a trust administrator is a giant responsibility with potential liability.

You cannot go wrong when you choose Opelon to assist with your trust administration. We offer quality service backed with speed, which results in lower costs to our clients.

Feel free to contact one of our San Diego trust administration attorneys if you are the successor trustee and need help administering the trust.

Don't Leave Yourself Exposed To Unnecessary Liability

Our  San Diego Trust Administration Attorneys will help you navigate the trust administration process from start to finish. This will ensure that as a trustee you will following the guidelines of California law and the term of the trust, or as a beneficiary you receive what you are entitled to under the terms of the trust. 

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