top of page
post-office-box-keyed-mailbox-ornate-apartment-lob-2023-11-27-05-27-21-utc_edited.jpg

Trust Management

The management and execution of a trust by a trustee, who handles the trust's assets according to the terms set by the grantor and for the benefit of the beneficiaries.

Trust Management

Our law firm provides expert services as a trust administrator, ensuring that trusts are managed efficiently and in strict accordance with the trust document's terms and the grantor’s intentions. We handle all aspects of trust administration, including the distribution of assets, tax compliance, and fiduciary accounting. Our extensive experience and in-depth knowledge of trust administration allow us to navigate complex trust structures, interpret trust documents, and execute the settlor's wishes effectively.  

​

We work closely with trustees and beneficiaries to navigate complex trust structures, interpret trust documents, and execute the settlor's wishes effectively. With a focus on transparency, accountability, and discretion, our experienced team aims to alleviate the administrative burdens associated with trusts, allowing beneficiaries to enjoy the benefits of their inheritance with peace of mind. Whether overseeing revocable living trusts, irrevocable trusts, or special needs trusts, our firm is dedicated to upholding the highest standards of professionalism and integrity in trust administration.

Schedule Your Free Consultation Today!

Unlock the potential of your Estate Planning with a free, no-obligation consultation. Our expert lawyers are here to guide you through your unique needs and help you achieve your goals.  We're here to provide personalized advice tailored just for you.

​

​

Why Book a Consultation?
  • Expert Guidance: Get tailored advice from our experienced professionals.

  • Customized Solutions: Learn how our services can be customized to meet your specific needs.

  • Flexible Scheduling: Choose a time that fits your busy schedule, with virtual or in-person options available.

​

Contact us below for your free consultation. Let us help you take the first step towards achieving your goals.

​

Glass Buildings

Let's work together

3080 Bristol Street

Suite 630

Costa Mesa, Ca 92626

(714) 540-6001

Thanks for submitting!

bottom of page