Call For A Consultation 855-997-7522
People shaking hands in office
Logo Icon Trust Administration

Santa Clarita Probate & Trust Administration

Estate Planning Attorneys Serving Los Angeles County

Poole Shaffery & Koegle, LLP can help you through the 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 probate process. Although probate can be lengthy, you do not have to be alone during the process.

Our Santa Clarita probate and trust administration lawyers are fully equipped to help you manage the administration of your loved one's estate. 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.

Our Los Angeles estate planning lawyers do probate and trust administration across the state. We have offices in Valencia, Los Angeles, Orange County, San Diego.

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).

Legal Guidance with the Administration Process

At Poole Shaffery & Koegle, LLP , we are committed to guiding our clients in Santa Clarita and throughout California through the process of administering a trust estate upon the death or incapacity of a loved one, including counseling successor trustees on his or her fiduciary duties as well as other obligations as trustee, aiding the trustee in identifying, collecting and valuing assets, paying legitimate debts of the estate, and reporting financials to trust beneficiaries.

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

  • The attorneys at the firm focus on getting results in negotiations, litigation, and appeals alike.

  • Poole Shaffery & Koegle, LLP provides information on the latest developments in business law matters and how they can affect you.

  • Super Lawyers
  • AV Preeminent
  • Themis Advocates Group
  • International Association of Defense Counsel
  • Super Lawyers Rising Stars
  • Trucking Industry Defense Association

Contact Our Firm

We're Here to Listen
  • Please enter your first name.
  • Please enter your last name.
  • Please enter your phone number.
    This isn't a valid phone number.
  • Please enter your email address.
    This isn't a valid email address.
  • Please make a selection.
  • Please enter a message.