Trust Administration

If your family member or friend used a Trust instead of a Will, then you will likely be able to circumvent the entire probate process. Trust Administration refers to carrying out the terms of a Trust by managing and distributing the assets in the Trust.

Trustee Duties

If you are named as Trustee or Successor Trustee, then you have a fiduciary duty to properly administer the Trust, distribute assets, file necessary tax returns, and honor the deceased’s wishes. We understand that questions often arise during this process, and we’re ready to help you resolve any issues and proceed with confidence.

Expert Guidance for Trustees

Understanding and fulfilling the responsibilities imposed on a Trustee by state law, and the Trust itself, can feel overwhelming. It is common to have questions about the process. We encourage you to contact us to discuss your situation and determine the best path forward.

Myatt & Bell Trust Administration attorneys can guide you through the process and help you come to a firm understanding of your new role. During our consultation, we will explain the steps that Trustees must take to ensure that:

• The Trust is properly administered;
• The provisions of the Uniform Trust Code are followed;
• The beneficiaries are paid appropriately;
• The tax returns are filed;
• The Trustee is compensated for their time; and
• Most importantly, that fiduciary duties are not inadvertently breached.

Who We Represent

In probate and trust administration matters, we represent initial trustees, family members, successor trustees, beneficiaries, personal representatives, and executors, helping them navigate the complex 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. When you schedule an initial consultation with us, we can help you navigate the administration process and talk you through the next steps.

With trusted guidance, you can eliminate a lot of stress and uncertainty by feeling confident that Trustee duties are complied with.