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Trust Administration & Probate

Santa Clarita Trust administration & Probate

Trust Administration and Probate Attorneys Serving Los Angeles County

Poole Shaffery can help you through the trust administration and/or probate process after the loss of your loved one. No matter how intricate the matter, we can take a look at your loved one's estate and help you determine the most practical route. We can help you take a look at the timeline, costs, and other aspects related to the process.

Administration of a Trust

Increasingly, California families are opting to establish a revocable living trust to provide for the disposition of their assets upon the death or incapacity of the settlers (the creators) of the Trust, which can be an effective tool.

Revocable trusts can be used to help with:

  • Avoiding the delays/costs associated with a formal probate proceeding
  • Potentially minimizing estate taxes
  • Providing for the orderly disposition and management of finances and property without judicial intervention

While the revocable living trust is very effective in doing the foregoing, the trust must still be administered upon the death or incapacity of the settlor(s).

Probate

In the event that assets were left out of a trust or where no trust exists, probate may be necessary.

Our Santa Clarita probate and trust administration lawyers are fully equipped to help you evaluate your loved one’s estate and determine what steps are necessary. We recognize that you have a big task on your shoulders, which is why we offer our professional and devoted assistance. Call today to find out how we can specifically assist with your case.

Legal Guidance with the Estate Administration Process

Whether in probate or trust administration, at Poole Shaffery, we are committed to guiding our clients in Santa Clarita and throughout California through the process of administering their loved one’s estate upon the death or incapacity. We will guide the successor trustee or executor on his or her fiduciary duties as well as other obligations, aid in identifying, collecting and valuing assets, paying legitimate debts of the estate, and reporting financials to trust beneficiaries or heirs.

Related Reading

Find out more about our estate planning services to avoid probate. Contact our firm's Santa Clarita trust administration attorneys today!

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