Trust Administration Attorney for Orange County Trustees

When a trustmaker dies or becomes incapacitated, the successor trustee must follow the trust and California law: notices, inventories, debts, taxes, property management or sale, and distributions. David Dunlap Jones advises Orange County trustees and private fiduciaries through that process.

Typical steps

Locate the trust and related documents; secure assets.

Provide required notices to beneficiaries and heirs.

Inventory and value trust property.

Address debts, expenses, and tax filings (see Estate & Trust Tax).

Sell or transfer real property when appropriate (selling in probate or trust).

Account and distribute; close administration.

Why trustees hire counsel

Trustee mistakes create personal liability. Clear advice early is cheaper than trust litigation later.

Related

Trust Law · Trustee Removal

The firm's clients include trustees and private fiduciaries.