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.

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Valued Client Reviews

Lisa Vertz
Lisa Vertz
March 14, 2022.
I worked with Brandon Johnson and he was very thorough and excellent to work with on a living trust and will.
Roman Kisz
Roman Kisz
December 21, 2021.
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!
Don Houle
Don Houle
August 13, 2021.
A great place to place your trust for a trust
Mike Ricci
Mike Ricci
December 5, 2020.
Kathy Locklear
Kathy Locklear
October 3, 2020.
Kyle T
Kyle T
September 22, 2020.
Kevin is very knowledgeable, professional, and easy to work with. Highly recommend for Tax and Estate planning.
Joan Riley
Joan Riley
January 16, 2018.
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
Bryan Freeberg
Bryan Freeberg
May 2, 2017.