Trust Administration Assistance in Contra Costa County & the East Bay

The Law Office of Jeffrey Hall, PC is committed to assisting Northern California families with trust and living trust administration. We focus on the efficient administration of trusts for our clients. We handle trust tax returns, trust management, and protection of assets. We also assist with regular documentation when the trust is under the court’s authority.

If you need the assistance of a trust administration attorney, contact our Pleasant Hill law office to arrange a no-obligation initial consultation: 925-230-9002.

Benefits of Trusts?

A trust has many benefits. For a single person, a trust avoids probate and avoids the need for a conservatorship in case the person is incapacitated. For married people, a trust can provide the above benefits, and can reduce the estate taxes in their estate as well. Further, a trust can be administered quickly. A trust can be administered within weeks, whereas probate can take 12-18 months, and in certain cases, longer.

Your Trust: The Complications

The administration of a trust can prove to be extremely complicated. Attorney Jeffrey Hall has helped many California families over the years by administrating them according to the trust documents and, with joint tenancy assets, retitling them I the name of the surviving joint tenant. We also tenancy assets, retitling them in the name of the surviving joint tenant. We also help beneficiaries obtain IRA and insurance annuities and other assets to which they may be entitled. Hopefully you will not need our service for many years. We will ensure the smooth administration of trusts for your heirs. Our team will make the process as easy as possible for you and your family.

Our trust and estate administration service call for us to work with clients and others, like executors, trustees, and guardians authorized to carry out matters related to holdings and estates.

Our Services

We can accomplish the following variety of duties without unnecessary delay and with the utmost respect for your personal privacy and your family relationships.

  • Identification, collection, and determination of values of assets,
  • Payment of all debts, expenses, and taxes from estate and trust assets; and submission of regular accountings,
  • Advice as to the disposition of jointly held assets, life insurance, and retirement benefits that pass outside a will or trust,
  • Preparation of state and federal gifts, generation-skipping transfers, and gift tax returns,
  • Notifying all heirs and beneficiaries of the trust, and
  • Communicating with beneficiaries.

No matter how complex the trust administration process may be, our experienced, skilled estate planning lawyer will be there to guide you every step of the way. We maintain constant contact with you and your family to keep you up-to-date on every development.

Call 925-230-9002

That’s the Pleasant Hill phone number at which our estate planning law office can be reached for the settling of your no-obligation initial consultation with the Law Office of Jeffrey Hall, PC. We return after-hour calls promptly and are available via fax and email. Weeknight or Saturday appointments are possible also.

Contact our experienced, skilled trust administration team today. We’ve been servicing the great Bay Area for more than 20 years.

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