Serving Trustees in the Los Angeles Area
Trust administration services vary from client to client and are charged on an hourly fee basis. Some trustees feel comfortable recording legal documents, sending notifications to beneficiaries and taking over other various responsibilities; others prefer we handle everything from beginning to end. We work closely with our trustee clients to find the right balance and make sure the trust (and the trustee) stay in compliance with state property laws, probate laws, the county tax assessor and the IRS.
Need a Heggstad petition? Our office offers the most streamlined and cost-effective options.