Consistently Excellent In Quality, Capability, And Practical Advice

Call To Schedule An Appointment (831) 318-5593

Trust Administration (Post-Death)

Trust Administration (Post-Death)The Law Office of Laura A. Davis: Understanding, Compassion, Commitment

The death of a loved one can trigger an avalanche of legal complexity. Assets need to be identified and their values determined. Notices to named beneficiaries and unnamed heirs must be sent. Investment strategies need to be developed. Financial and accounting systems need to be put in place. Tax issues must be reviewed and elections made, frequently within a very short period of time. The Law Offices of Laura A. Davis will help you manage all the details and requirements of post-mortem administration. Laura A. Davis provides skillful assistance and walks her clients calmly through the process involved in estate and trust administration.

Laura A. Davis personally guides you through all aspects of the process so you can rest assured that your duties and deadlines are being met including:

  • Filing the Will
  • Notifying appropriate government agencies
  • Notifying heirs and beneficiaries
  • Inventorying and valuation of assets
  • Prioritizing debts and claims against the estate
  • Filing estate and gift tax returns, if required
  • Allocating assets among sub trusts and/or beneficiaries
  • Setting up new accounts for continuing trusts
  • Distributing estate assets
  • Coordinating with the CPA, Financial Advisor, and other professionals

The Law Offices of Laura A. Davis: There when the time comes, with compassion and experience.

Laura A. Davis Law Offices - Monterey, CA

Call To Schedule An Appointment
(831) 318-5593

Consistently Excellent In Quality, Capability And Practical Advice -
Call To Schedule An Appointment.

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