Regardless of your financial knowledge and best efforts, your duties as the trustee or personal administrator for a decedent's estate can prove complex and time-consuming. Questions and challenges may arise that only a lawyer fully knowledgeable in the laws governing California trusts and estates administration can answer. Stevenson Law Office attorneys work closely with trustees and personal administrators at all stages of the trust and probate administration processes - from gaining control of assets through accounting and final distribution. The firm's attorneys and staff work diligently to lighten your burden and prevent mistakes that could expose you to fiduciary liability.
Detail-Focused Counsel for Trustees
Trust administrations require prudence and discretion as well as a firm grasp of the law and fiduciary obligations. The details matter, and at Stevenson Law Office we focus intensely on those details. Our experience in estate litigation yields valuable perspective across the entire range of concerns that can arise for a trustee.
We also maintain a strong network of solid resources in other specific fields and frequently call upon professionals in accounting, real estate valuation, transactions, title, escrow, investigations, probate liquidation, special needs trusts and other fields.
Counsel for Personal Representatives and Executors
Our legal team offers comprehensive estate administration services for individuals across a broad spectrum of circumstances. We know the California probate process and can provide sound guidance and legal action where:
- Your loved one died without a will and a personal representative must be appointed to pay creditors, pay administration costs, and distribute assets in a process called "intestate succession"
- The decedent had a will, but no trust, and more than $100,000 in assets, making the executor responsible for handling debts, costs and asset distribution in accordance with probate laws and probate court requirements
- The decedent passed away leaving an estate with less than $100,000 in assets and no will or trust explaining how they wanted their assets to be distributed. California Probate Code Section 13100 provides a "small estate administration" affidavit procedure for the heirs to obtain the estate assets without a Court proceeding.
When you turn to Stevenson Law Office for assistance with the probate process, you will achieve peace of mind from the knowledge that we have strong experience in estate litigation, and that if any disputes or allegations arise, we can protect your personal and financial interests.
A Personal, Engaged Approach to Protecting Your Interests
Stevenson Law Office believes getting to know you is essential to delivering legal services that truly fulfill your needs. This is why personal attention, accessibility and responsiveness are core priorities in our law practice. Our legal team brings sensitivity to family issues and proactive dynamics to every matter we handle.
To arrange a consultation focused on your duties and challenges as a trustee or personal administrator - or on your concerns about someone else's actions involving a trust or estate - please call or e-mail us today.
