Trust administration services vary from client to client and are charged on an hourly fee basis. Some trustees feel comfortable recording legal documents, sending notifications to beneficiaries and taking over other various responsibilities; others prefer we handle everything from beginning to end. We work closely with our trustee clients to find the right balance and make sure the trust (and the trustee) stay in compliance with state property laws, probate laws, the county tax assessor and the IRS.
If you are a Trustee of a trust in Los Angeles but have one or more assets that are not properly titled in the trust at the death of the Settlor, we may be able to help you avoid probate by filing a petition to confirm the assets to the trust. This type of petition is called a Heggstad petition. Our office has successfully petitioned the court for millions of dollars of assets via Heggstad petitions.