Trust and Estate Administration

We handle trust and estate administration, as well as probate and estate administration.

California Trust Administration:

  • Administering a single-person trust after the settlor’s death
  • Administering a married settlor trust on the death of the first spouse
  • Court proceedings
  • Estate tax returns, Form 706
  • Gift tax returns, Form 709
  • Trust administration
  • Beneficiary and creditor’s rights against the trust

Probate Practice

We handle the settling of a decedent’s affairs.

  • Petition for probate, Letters Testamentary
  • Nonresident heirs and beneficiaries
  • Creditor’s claims
  • Distributions
  • Sales of estate property
  • Inventory and appraisal
  • Will contests
  • Other matters

California Trust and Probate Litigation

We handle disputes involving trusts and estates.