Trust Settlement/The Family Transition Process

Following death of a person who had a trust, we assist with the Transition of Assets in accordance with the directions of the Trust.  If the trust is fully funded with assets that are integrated with the trust, court proceedings like probate are not required.  Trustees must render their services for the best interests of the beneficiaries and must comply with state and federal laws as well as the directions set forth in the Trust to avoid liability.  We assist the Trustees fulfill their legal requirements, communicate with beneficiaries and creditors and ensure that the directions in the trust are followed in the most expeditious manner possible so that stress is minimized.