As a Ventura County estate planning law firm specializing in trust administration, our firm commonly receives questions about the process of trust administration.  We are often contacted by individuals who have questions about the benefits of estate planning, and what the advantages are of working with an experienced trust administration attorney. We have a team of experts with the legal knowledge to answer questions about the process of trust administration, and what the benefits of proper estate planning can be. 

Our firm can provide expert legal services as estate planning attorneys.  We are a Southern California based law firm in business since 1985.  We specialize in trust administration and estate planning matters. To learn more about trust administration, or if you would like a free consultation regarding trust administration law, please do not hesitate to contact us at (805) 482-2282, or e-mail us.

How Does Trust Administration Work?

A successor trustee takes over the management of a living trust when the original trustee of the trust is no longer able to serve as trustee or when the original trustee dies. When a successor takes over as trustee everything changes.

The successor trustee manages the trust assets according to the specific instructions contained in the Trust. The successor trustee has the same kinds of duties that an executor would have in probating a Will. However, distributing from a Trust does not usually require court supervision, and is therefore more simple and private than probate. Almost always, the trustee can use certified copies of the Death Certificate and the Trust Agreement to begin managing assets right away, instead of waiting for a court order as required in probate.

It is our privilege to guide clients through estate planning decisions

Estate Planning Attorneys

Valued Client Reviews

Posted on Google Google
Lisa Vertz profile picture
Lisa Vertz
March 14, 2022.
Google star 1Google star 2Google star 3Google star 4Google star 5
I worked with Brandon Johnson and he was very thorough and excellent to work with on a living trust and will.
Posted on Google Google
Roman Kisz profile picture
Roman Kisz
December 21, 2021.
Google star 1Google star 2Google star 3Google star 4Google star 5
Antonio is great. I work in a related industry, but my wife does not. He sat down with us and helped to get our estate in order by walking us through the trust process. My wife was very happy we took the time to protect our family and to get this crucial step in life accomplished. Thanks again!
Posted on Google Google
Don Houle profile picture
Don Houle
August 13, 2021.
Google star 1Google star 2Google star 3Google star 4Google star 5
A great place to place your trust for a trust
Posted on Google Google
Mike Ricci profile picture
Mike Ricci
December 5, 2020.
Google star 1Google star 2Google star 3Google star 4Google star 5
Posted on Google Google
Kathy Locklear profile picture
Kathy Locklear
October 3, 2020.
Google star 1Google star 2Google star 3Google star 4Google star 5
Posted on Google Google
Kyle T profile picture
Kyle T
September 22, 2020.
Google star 1Google star 2Google star 3Google star 4Google star 5
Kevin is very knowledgeable, professional, and easy to work with. Highly recommend for Tax and Estate planning.
Posted on Google Google
Joan Riley profile picture
Joan Riley
January 16, 2018.
Google star 1Google star 2Google star 3Google star 4Google star 5
I have just completed my trust work with Mr. Staker and I could not. be happier. I was referred to him by a prominent San Fernando Vally commercial realtor so I had high hopes when I met with him and I was not disappointed. Now I am insisting that my children go to him to make certain that their trusts are in order. Joan Riley
Posted on Google Google
Bryan Freeberg profile picture
Bryan Freeberg
May 2, 2017.
Google star 1Google star 2Google star 3Google star 4Google star 5