Trustee Duties & Responsibilities
Gain a clear understanding of your legal obligations, fiduciary duties, and the steps necessary to effectively manage a trust in compliance with state law.
Learn MoreTrust Administration
Trusted Guidance, Thoughtful Solutions, Every Step of the Way
When a loved one passes away and leaves behind a trust, the successor trustee is responsible for carrying out the trust’s instructions and managing the trust assets. At Afati & Page, APC, we guide trustees and beneficiaries through every stage of trust administration with clarity, efficiency, and integrity.
Trust administration involves much more than simply distributing assets. Trustees must follow California law and fulfill a variety of fiduciary duties. Our firm provides experienced counsel to help you.
Whether you're a first-time trustee or a beneficiary with questions, we’re here to ensure the trust is administered properly, fairly, and in full compliance with the law.
Beneficiary Notifications
Properly notify beneficiaries and legal heirs as required by the Probate Code, ensuring transparency and timely communication throughout the process.
Learn MoreAsset Collection & Valuation
Identify, secure, and assess the value of all trust assets to ensure accurate recordkeeping and equitable distribution.
Learn MoreDebt, Expense & Tax Management
Settle outstanding debts, manage expenses, and ensure all taxes are properly calculated and paid to avoid legal issues.
Learn MoreTrust Asset Management
Oversee trust assets effectively and distribute them in accordance with the trust terms, ensuring fairness and compliance.
Learn MoreRecordkeeping & Accounting
Maintain detailed records and prepare accurate accountings to comply with legal obligations and provide transparency to beneficiaries.
Learn MoreDispute Avoidance & Liability Protection
Implement strategies to prevent disputes among beneficiaries and protect yourself from potential legal liabilities as trustee.
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