writing out Probate services

Trust Administration

Ensure Your Wishes Are Carried Out Properly

Trust administration is a critical aspect of estate planning, requiring careful management and legal knowledge. Our team provides comprehensive trust administration services, ensuring that trusts are executed as intended, with the utmost care, and in full compliance with legal requirements.
Provide for the Future When You Establish a Trust

A trust has many advantages, including avoiding probate, minimizing tax burdens, increasing privacy, and creating advantages that you and your heirs can enjoy.

Twin Falls Estate Planning, PLLC can help you establish a variety of trusts that serve different purposes, including the management of property for minor children and the appointment of guardians for minors.

If you want to set aside funds to be distributed annually after your death or if you prefer that probate be avoided, a trust may be more appropriate than a will.

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Let Us Handle the Many Trust Administration Details

A trust-based estate is a great way to avoid court and controversies. However, a trustee is still required to perform a number of required duties. We can help with all these things. As your trusted advisor, we will ensure your trust estate is administered efficiently while accomplishing your desires.
  • Notifying beneficiaries and heirs.
  • Conducting an inventory of the deceased person’s trust assets.
  • Adhering to deadlines and following the terms of the trust.
  • There may be separate procedures – or even lawsuits – required in contentious trust admin cases.
  • Real estate or other property may need to be sold to effect the correct distribution of assets.
  • Other assets may need to be transferred from the decedent to the beneficiaries.
  • Ascertaining and paying debts and taxes.
Family receiving consultations about their trustee planning
We Can Take Over Your Role as a Successor Trustee

Were you appointed as trustee and are now overwhelmed by your duties? We can help with that as well.

The process generally begins with a trustee consultation, where we will give you all the forms and guidance to complete your tasks as trustee. Still not enough? We can help you step down and appoint us as the new trustee.

We also can solve your dispute with loved ones now, before things escalate further.

Request an appointment today. We can answer all of your questions. Call now or email [email protected] for an appointment.

Testimonials

"David Taylor and his team are commendable people. I’d recommend them any day to someone who needs assistance with planning for the future. They are professional, knowledgeable, kind and compassionate which is exactly what you need when discussing and managing difficult decisions."
Katherine
"Everyone was very nice to work with. They were all very knowledgeable and friendly."
Micki
"David and his team are extraordinary! Their experience & expertise is only rivaled by their compassion, patience & understanding. If you find yourself in need of probate, will, trust or estate planning – this is the only place you want to be."
Bud
"Great staff, process went smooth and got questions answered. Glad we found someone knowledgeable and did a great job for us."
David & Cecelia
"Everyone was so helpful and made our experience pleasant and efficient"
Pamela
"Dave is a great Attorney! He never makes you feel like you are asking dumb questions and really there to help. His website is also great and can get a lot of great info from his blog, which I love! Highly recommend!"
Emily
"Mitzy is the best. Very helpful and thorough."
Don, Rachel, & Hilary
"Absolutely Excellent!! Highly recommended."
Stephen
"What an amazing company to work with! We wanted to set up an estate for my mother in law and they made the process so easy. From the minute we walked in that door to planning and listening to our needs to the final paperwork, It was set up exactly as we requested. We are extremely satisfied and would recommend using them again and again! Thank you!"
Ashley
"It was a good learning experience. Everyone is very friendly."
Renea