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TRUST ADMINISTRATION
SERVICES

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If you have found yourself in the role of Trustee, the job is a weighty one. You must either educate yourself deeply on how to administer a trust in California, or hire an attorney to facilitate. There are hundreds of tasks in the trust administration process and failing to do one minor task can result in serious liabilities and risk to your family's future. 

Trust Administration Tasks

There are a multitude of tasks that a Trustee is responsible for. They fall under different categories, such as legal, tax, and property management. We will help you understand and complete them all.​

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