Trust Administration Attorney Laguna Hills | Legacy Lawyers

Trust Administration Attorney: Laguna Hills

Trust Administration Attorney Laguna Hills

Have you been named the administrator of a trust?

If you have been appointed as the administrator of a trust in Laguna Hills, it is your responsibility to protect and administer your loved one's assets. There are several duties to be fulfilled as part of the trust administration process, many of which are time-sensitive.

These responsibilities include filing paperwork, taking inventory of assets, paying taxes and debts, and distribution to beneficiaries. All of this must be done while considering the trustee's original intent for their estate, which is outlined in their trust.

Duties of a Trust Administrator


The administrator must always act in accordance with the intentions of the person who set up the trust.


The administrator must keep beneficiaries reasonably informed of all progress and actions being taken on behalf of the trust.


A trustee must act in the best interest of all named beneficiaries. They must also enforce and defend all claims equally.

Trust Administration Process

In Laguna Hills, CA, the trust, along with any additional paperwork, must be filed within 30 days of the decedent’s passing. These documents need to be filed in the county where the decedent lived at the time of their death. In most cases, trusts are planned to avoid probate, but if it is required, there will be an associated filing fee.

Next, all beneficiaries must be notified of the death and their status and rights within 60 days of the decedent’s passing. This notification must be made in writing as it triggers a 120 day time period in which they may voice any grievance. They also may request additional information, such as a copy of the trust document.

Once all beneficiaries have been notified, and any grievances settled, the administrator may begin administering the trust. This process includes fulfilling all wishes outlined in the trust. Responsibilities may include: appraising estate assets, paying final taxes and all debts from the estate, selling property, and distributing assets and investments to beneficiaries.

The estate planning process is designed to outline the decedent's wishes and make the administration process run smoothly. But the time spent on administration duties takes significant time and effort. Depending on the terms of the estate's trust and size, trust administration can take from several months to years to complete.

Legal Assistance

It is always advisable to hire a law firm to assist in trust administration duties. Being a trust administrator carries legal responsibilities and potential liability that, if not handled appropriately, fall on the trustee's responsibility.

It is essential to ensure that a reputable law office backs your decisions as a Trust Administrator.

The Legacy Lawyers

At The Legacy Lawyers, our experienced attorneys are available to assist you through every step of the Trust Administration process in Laguna Hills. We are well-versed in California's legal requirements and have a proven record, allowing us to minimize your time and efforts in administration and ensure a smooth transition process.

We know that this is a potentially stressful season for those tasked with administering while grieving their loved ones' passing. We desire to lighten that burden during this difficult time.

Contact us today to begin the conversation of working with The Legacy Lawyers and how we can assist you in your trust administration journey.

Call Now or Fill Out This Form to
Set Your Consultation.

(Valued at $175.00)

Laguna Hills Probate

23046 Avenida de la Carlota, Suite 607

Laguna Hills, CA 92653

*Free Reserved Parking*


Great Reputation!

"The Legacy Lawyers have been super helpful and efficient. They were very mindful of my budget and good about having the staff do the work for me in a timely and cost effective manner. I’ve never had anything but the highest confidence in the firm, everyone there is awesome and great at what they do."  

Steve K., Laguna Beach, CA

"Thank you David S. Chon, Esq., for handling this case and the outcome of a fair settlement and great professionalism you have provided … I can put this behind me and go forward with peace of mind."  

Everett A., Huntington Beach, CA

"If your life or financial well being are in jeopardy, there is only one firm to contact, The Legacy Lawyers. They treat you not as a client, but as family. I recommend them a thousand percent."  

John D., Seal Beach, CA