We handle trust administration from start to finish in 7 clear steps.
Step 1: Initial Consultation (Week 1)
Free 30-minute consultation. You explain your situation. We explain what’s needed.
Step 2: Gather Documents (Weeks 1-2)
We create a checklist of everything needed: trust document, tax returns, bank statements, deeds, insurance policies, beneficiary info.
Step 3: Inventory & Valuation (Weeks 2-4)
Detailed inventory of all assets. We coordinate appraisals and valuations from professionals.
Step 4: Creditor Notice (Weeks 2-6)
Publish creditor notice as required by California law. 4-month window for creditors to claim.
Step 5: Tax Planning (Months 1-3)
Work with CPA on final income tax return, estate tax return, trust income tax return, and distribution timing.
Step 6: Distributions & Accounting (Months 3-9)
Prepare distributions according to trust document. Create detailed accounting showing all money in, out, and remaining.
Step 7: Final Distributions & Closure (Months 9-12)
Make final distributions. Close accounts. Finalize the trust. You’re done.