Call Us: (310) 781-1234

Trust and Estate Administration

We not only assist trustees and executors in administrating trusts and estates following the death of a settlor or individual, but we also can act as trustee or executor if named in the will or trust document.  Our firm has the knowledge and experience required to advise our clients regarding most issues that may arise during the administration process, including:

  • Trustee and court accountings along with record keeping and check writing
  • Fiduciary duties and powers of a trustee or executor
  • Managing trust assets
  • Preparing income tax returns for estates and trusts
  • Preparing estate tax returns (Form 706)