Trust Administration & Estate Planning Attorneys In Silicon Valley

Taking on the role of executor or trustee for your loved one’s estate is a significant responsibility. You want to honor their legacy, but the complexity of the task can feel overwhelming. At Silicon Valley Law Offices, we are here to help guide you through this process with confidence and care.

We are not your typical law firm. Led by our founder, Michael C. Pascoe, we approach estate and trust administration differently. We focus on building strong relationships with our clients. Our diverse team of attorneys includes professionals who speak Spanish, Arabic and French, ensuring clear communication with a wide range of clients. We are dedicated to representing executors and trustees throughout Silicon Valley with professionalism and understanding.

Duties Of An Executor In California

As the executor of your family member’s estate, you have several important responsibilities. These duties all flow out of the fiduciary duty you owe the heirs and include:

• Submit the testator’s will into probate for acceptance.
• Provide reasonable notice of the testator’s death to their creditors.
• Gather documentation of all the testator’s assets.
• Settle all outstanding debts and distribute the remaining estate to the heirs as explained in the will.

Trust Administration Responsibilities

For trustees, managing a trust involves various duties, including:

• Identify all assets contained in the trust.
• Manage the assets in the best interests of the beneficiaries.
• Pay all necessary income and property taxes out of trust funds.
• Keep a regular accounting of the value of the trust and keep beneficiaries up to date.
• Delegate duties as necessary to live up to your fiduciary duty to the beneficiaries.

Learn More About How We Can Help

Our firm eliminates confusion and legal pitfalls in estate and trust administration. By advising and representing executors and trustees, we help reduce the risk of delays and unnecessary costs. Our rich experience as probate attorneys allows us to streamline these processes effectively.

If you need a trust administration attorney or help drafting an estate plan which includes a Revocable Trust, Will, Durable Power of Attorney and Advance Health Care Directive, contact Silicon Valley Law Offices to set up a consultation at our Mountain View office.

Let us help you fulfill your role with confidence. Call 650-546-7595.