Administration of Trusts:
If our family-member or friend used a Trust instead of a Will, then we will likely get to skip the entire probate process. If we are named as a Trustee, or successor Trustee, in the Trust, then we have a fiduciary duty to properly administer the trust, distribute the assets, honor the deceased’s wishes, and file any necessary tax returns.
During the consultation, we explain the steps that we need to take as Trustee to ensure that: (1) the Trust is properly administered; (2) the provisions of the Uniform Trust Code are followed; (3) the beneficiaries are paid appropriately; (4) the tax returns are filed; (5) the trustee is compensated for his or her time; and (6) most importantly, that we do not inadvertently breach our Fiduciary Duty as a trustee.
Who we Represent:
In probate and trust administration we represent initial trustees, family members, successor trustees, beneficiaries, personal representatives, and executors, helping them navigate the difficult legal process of probate and trust administration. At the same time, if you are the beneficiary of a trust and have not received any information from the trustee, we can help you assert your rights.
In addition to administering trusts and wills that we created, we regularly probate wills and administer trusts created by other firms. Please contact us for a consultation. During the initial consultation we help you start to navigate the administration process and talk you through the next steps. We are admitted to practice in Oregon, Washington, and California.