Mesa Estate Lawyers Who Can Help With Trust Administration

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.