Estate, Probate & Tax Law Attorneys
Mesa │ Tucson │ Scottsdale AZ

Mesa Estate Lawyers Who Can Help With Trust Administration

Our attorneys help trustees meet their obligations

Administering a trust is an important and challenging task, but an experienced Mesa estate lawyer from Brown & Jensen can help so you don't have to figure things out on your own.

Trustees are expected to meet all of the obligations before them and act in good faith for the benefit of the named beneficiaries of the trust. Our Mesa estate attorneys educate trustees on their duties and obligations and provide assistance to meet the myriad of obligations and duties before them.

Mesa estate lawyers Scott T. Jensen and Shad M. Brown have a deep understanding of the laws surrounding trust administration, and we're here to meet your estate planning needs. Contact us today for a free consultation.

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The high fiduciary duty placed on trustees

Trustees owe a very high legal duty of care to the beneficiaries of the trusts they administer. They are expected to comply with the terms of the trust and manage the trust's funds and assets responsibly. If you do not meet those obligations, you could be held personally liable by the beneficiaries of the trust.

Our Mesa law firm provides expert trust administration advice to trustees, including all of the following:

  • Providing affidavits and other supporting documents to transfer the title of property to the trustee
  • Obtaining a tax identification number and filling out exemption forms for tax purposes
  • Gathering and transferring assets into the trustee's name
  • Preparing inventories of trust assets and obtaining appraisals as needed
  • Meeting the trust's tax obligations and filing tax returns
  • Distributing assets to beneficiaries

Our Mesa estate attorneys will pore over trust documents and carefully review every action taken by the trustee to confirm that each step is in compliance with the terms of the trust. We know Arizona's laws, and we know how the trust administration process works. Our goal is to help you faithfully discharge your duties in this important role and honor the wishes of the person who created the trust.

You've been asked to take on an important responsibility. Our Mesa estate lawyers are here to help you meet it. Contact us today for a free consultation.

3850 E Baseline Rd, Suite 112
Mesa, AZ 85206
(480) 447-7107
7473 E. Tanque Verde Road
Suite 100
Tucson, AZ 85715
(520) 822-8239
9375 E. Shea Blvd.
Bld 100, #214
Scottsdale, AZ 85260
(480) 771-2261
1300 North McClintock Drive
Suite B4
Chandler, AZ 85226
(480) 418-8641
14441 W. McDowell Road
B102 Suite E
Goodyear, AZ 85395
(623) 232-0674
14050 N. 83rd Avenue
Suite 290H
Peoria, AZ 85381
(623) 900-1823
40 N. White Mountain Road
Suite A
Show Low, AZ 85901
(928) 813-0417
630 E. Highway 260
Suite B
Payson, AZ 85541
(928) 478-8833