Trust Administration
Property left out of a trust?
If a loved one died with a home or other asset still in their individual name, we can review whether a court petition may help confirm it belongs to the trust.
Explore Heggstad Petitions →Administering a trust after a death
Practical direction for the person entrusted with carrying out a loved one’s wishes.
Being named successor trustee brings responsibilities that may be unfamiliar. David helps you understand the trust, organize the work, and take the appropriate steps toward distribution.
Help with the details
- Reviewing the trust and explaining your duties
- Required notices to beneficiaries and heirs
- Obtaining a trust tax identification number when needed
- Affidavits of death and trust-related property transfers
- Recordkeeping, coordination with tax professionals, and distributions
Support matched to the matter
Some trustees need help getting started; others need guidance throughout the administration. We discuss the scope of assistance and fees based on the trust, its assets, and your needs.
A practical starting point
Before transferring or distributing property, understand the trust’s instructions, your authority, and the steps that apply to the administration. David helps you organize the work and coordinate with tax and other professionals when needed.
What to have available
The signed trust and amendments, a general list of assets, deeds, and the death certificate if available are useful. We will explain how to provide records after the initial conversation.
Common questions
Do I need help with the entire administration?
Not necessarily. We discuss whether focused assistance or guidance throughout the administration best fits the trust and your needs.
What if the home is still in the deceased owner’s name?
A trust does not automatically resolve every title problem. David can review whether a Heggstad petition or another procedure may be appropriate.
Do you represent trustees in beneficiary disputes?
No. Our trust administration work is limited to undisputed matters. We do not handle trust contests, beneficiary litigation, or competing ownership claims.
Our trust administration services cover undisputed matters only. We do not handle trust contests, beneficiary disputes, or litigation.
Discuss Your Trustee Role