Trust Administration:
Guiding Trustees Through Every Step
Serving as a trustee is an important responsibility that can be overwhelming without help. At Capital City Wills & Trusts, PC, we guide trustees and families through the trust administration process with clarity, efficiency, and compassion. Our goal is to make sure the trust is administered correctly, beneficiaries are informed, and the trustee is protected from unnecessary risk.
What Is Trust Administration?
When someone passes away and leaves a trust, the successor trustee must take certain legal and financial steps to carry out the trust’s terms. Unlike probate, trust administration happens outside of court, but there are still strict rules and deadlines under California law.
Key responsibilities include:
Collecting and safeguarding trust assets
Sending legally required notices to beneficiaries and heirs
Obtaining a taxpayer identification number (EIN) for the trust
Preparing an Affidavit of Death of Trustee and other required filings
Inventorying and appraising trust property
Managing debts, taxes, and expenses
Distributing assets to beneficiaries as directed by the trust
Why Work With Capital City Wills & Trusts, PC
Step-by-Step Guidance — We provide trustees with clear instructions and checklists so no step is missed.
Legal Protection — Proper administration reduces the risk of disputes or liability for the trustee.
Clear Communication — We handle required notices, explain obligations in plain English, and keep beneficiaries informed.
Compassionate Support — We understand this process often follows a loss and approach it with care.
Our Process
Initial Meeting — We review the trust and explain the trustee’s duties.
Notices & Filings — We prepare and send all legally required notices and documents.
Asset Management — We guide you through appraisals, account changes, and debt/tax issues.
Distribution — We oversee the final transfer of assets and ensure receipts are signed.
Closing the Trust — We confirm all steps are complete so the trustee has peace of mind.
Take the First Step
If you are a trustee or beneficiary in California, we can help you understand and carry out the trust administration process. With our guidance, you can be confident every detail is handled properly.
Service Areas
Capital City Wills & Trusts, PC serves clients across California, with a focus on Sacramento, Placer, and El Dorado Counties, as well as the Bay Area.