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Trust Administration Overview

San Jose Trust Administration Attorney

Henshaw & Henry, PC, is an experienced San Jose trust administration firm that serves Santa Clara County and the San Francisco Bay area. If you are trustee or a successor trustee of a trust, we recommend calling us to discuss the legal process involved with such a task. We are a proud member of WealthCounsel® and possess extensive experience in guiding trustees and executors through the process. We work with you to provide efficient legal advice and representation every step of the way.

Duties Of A Trustee

As trustee or successor trustee, all assets of the grantor and the beneficiaries become your responsibility. As trustee, your responsibilities will include:

The trustee will be responsible for trust assets, medical, life, disability, and long-term care insurance policies. It is important to make a clear distinction between your assets and those of the trust, for legal reasons. If there are perceived conflict of interests or mismanagement, you will be legally responsible.

Managing the Trust Successfully and Legally

Managing a trust is not something most people accomplish all the time. Trustees are held to very high moral, legal, and fiduciary standards. He or she is expected to act within the best interests of the grantor and the beneficiaries. One wrong move can spell disaster for the trust and its beneficiaries.

If you are a trustee located in San Jose, Santa Clara County, or the San Francisco Bay Area, call us for an evaluation today. We have experience in trust administration and understand the complexities involved with the process. With our guidance and advice, we will ensure you serve your position of trustee to the best of your ability. You will be confident in the legal decisions you make, and we will be with you every step of the way.