Trust Administration

Areas of Practice

About Trust Administration

Trust administration is the process of managing and distributing assets according to a trust creator’s (the grantor) wishes.  Our team helps to simplify this often complex process through our Successor Trustee Onboarding orientation program and by providing ongoing, comprehensive support.  

Trust Administration

How We Work

Trust administration is a crucial aspect of estate coordination that involves the management and distribution of assets held in a trust after the trust creator (grantor) has passed away. Unlike probate, trust administration is a private process that allows for a more seamless transition of assets to beneficiaries.

 

We work closely with the successor trustee to guide them through the intricacies of trust administration, offering a comprehensive suite of services. We are dedicated to ensuring that the wishes of the grantor are carried out efficiently.

 

Our approach to trust administration involves a detailed review of the trust document, identification and valuation of trust assets, resolution of debts and taxes, and the ultimately seamless distribution to beneficiaries. We work closely with trustees, providing legal guidance to navigate the complexities of trust administration while minimizing the administrative burden on family members.

 

Whether you are a trustee seeking assistance in fulfilling your fiduciary duties or someone who has a trust but maybe needs a refresher on its contents, we are here to provide personalized, professional, and reliable legal support.

 

We prioritize clarity, efficiency, and a commitment to preserving the legacy of your loved ones. Contact us today to discuss your trust administration needs with our knowledgeable and compassionate team.  Leawood: (913) 386-8135 or Spring Hill: (913) 592-2029 – consultations are always at no cost.