Arizona Trust Administration Attorneys

Our firm helps trustees meet their obligations

Administering a trust is a high and challenging calling. 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. This is a challenging task, and one you shouldn't try to face alone. The experienced East Valley estate planning lawyers at our law firm can help.

Brown, Naegle, Crider & Jensen LLC educates trustees on their duties and obligations and provides assistance to meet the myriad of obligations and duties before them. Arizona attorneys Scott T. Jensen and Shad M. Brown have a deep understanding of the laws surrounding trust administration, and we're here to help.

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 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 attorneys 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. We're here to help you meet it. Contact us online or call 480-378-9000 for a free consultation with an experienced Mesa estate planning attorney.

3850 E Baseline Rd Suite 112
Mesa, AZ 85206
local phone: (480) 378-9000