Brenda Geiger, J.D.
Trust Planning and Asset Protection Attorney
When a loved one dies and they have a trust, the process of trust administration will need to be undertaken. Many lawyers make trust administration appear simple at the time their client signs the trust document without fully explaining what will need to happen after their death. This is dangerous because often the client never discusses trust administration with the designated Trustee. We offer our clients an opportunity to have a "family meeting" where all the major details of the trust are discussed with their chosen Trustees. The person or people that will serve as Trustee need to understand what should happen at the time of death of the person creating the trust.
Trust administration is a service we offer the families of our clients. There are many legal requirements that must be satisfied within certain deadlines and it is recommended to have a lawyer or other experienced professional assist in the process.
Click here to download Trust Administration Questionnaire