Trust Administration

Serving as a Trustee or Executor after the passing of a loved one can feel overwhelming as you navigate the complexities and time-consuming tasks required. You’re suddenly responsible for carrying out legal, financial, and administrative duties that must be handled with accuracy and care. Legacy Sentry Law is here to guide you through the process step by step—helping you fulfill your obligations with confidence and peace of mind and minimize the impact of going to court, while also keeping your family out of conflict.

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Legacy Sentry Law can help you with the following:

  • Inventory, collect, and determine the date of death value of the estate.
  • Settle valid debts, expenses, taxes and obligations from estate and trust assets with regular accounting.
  • Implement strategies to reduce or avoid certain taxes.
  • Help minimize real property tax reassessments when possible.
  • Advise on the proper distribution of retirement or investment accounts.
  • Oversee the prompt and accurate distribution of trust assets.
  • Notifying heirs beneficiaries of the trust or estate.
  • Communicate with beneficiaries.