Trust administration takes place when an individual who has died (the "decedent") had a revocable trust. The administration is the process in which the trustees manages the trust property according to the trust document’s terms and for the benefit of the beneficiaries after the decedent’s death.

Some trust administrations are simple, while others are complex and include litigation. It is often impossible to know at the start which side a specific trust administration will end up on. The administration process includes:

  • Notice to all beneficiaries and heirs of the decedent’s death in accordance with California law
  • Handling any real property
  • Gathering the decedent’s other assets
  • Identifying and paying taxes and debts
  • Keeping detailed records (to account for actions)
  • Distribution of the trust property to beneficiaries

Unlike a probate a trust administration is NOT a court-supervised process, yet its ultimate goal is also the transfer of property from an individual who has died (the "decedent") to that individual’s beneficiaries who are identified in the trust.

The administration of a trust can be intimidating and foreign for many trustees. For simple or complex administrations we help guide our clients through each step of the process.

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404 West Pine Street, Suite 14
Lodi, CA 95240-2048

Phone: (209) 339-9196
Fax: (209) 369-3687


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