Carrying out your responsibilities as trustee — confidently, correctly, and without second-guessing every step.
Trust administration is the process of managing a trust after the grantor (the person who created it) dies or becomes incapacitated. As trustee, you're the fiduciary — meaning you're legally responsible for acting in the best interests of the beneficiaries and managing trust assets according to the terms of the trust document.
Unlike probate, trust administration happens privately without court involvement. But your responsibilities are no less serious. You must inventory assets, manage investments, file tax returns, handle distributions, and keep detailed records. You also have a duty to communicate with beneficiaries and keep them informed. Some trustees do this alone and do it perfectly. Many realize halfway through that they should have asked for help earlier.
Scott works with trustees to navigate their duties, make decisions with confidence, and ensure everything is done correctly — protecting both the beneficiaries and yourself.
You've been named trustee and need guidance on your responsibilities and how to fulfill them correctly.
The primary trustee has passed or resigned, and now it falls to you to manage the trust.
Managing a trust for a beneficiary with special needs requires specialized knowledge and careful compliance.
You're managing a trust but uncertain about your duties or whether you're doing everything correctly.
We review the trust together to understand the terms, your powers, and your specific duties as trustee.
We help you provide proper notice to all beneficiaries and establish a communication plan going forward.
We help identify and document all trust assets — real property, accounts, investments, personal property.
We file trust tax returns, obtain EINs, handle income tax obligations, and ensure compliance.
We help you understand distribution requirements and make distributions according to the trust terms.
We help you maintain records, prepare detailed accountings, and provide transparency to beneficiaries.
When appropriate, we guide you through the final steps to close the trust and release yourself as trustee.
Similar to trust administration but for estates going through probate court — guidance on all your duties.
Learn MoreCreate a clear, well-drafted trust so your successor trustee has an easy path to follow.
Learn MoreA well-drafted trust with clear terms makes administration much easier for your successor.
Learn MoreManaging a trust doesn't have to be stressful. Scott can answer your questions and guide you through every step.