Trust Administration

A trust is a form of estate planning that is treated as a legal entity whose ownership is divided among the trustee and the beneficiaries. When the trustor, or individual who created the trust, passes away, the successor trustee must take over and administer the trust to ensure it fulfills and honors the trustor's wishes. The trustee must follow the terms of the trust, comply with statutory requirements, and handle the administration in a timely and efficient manner. Jacklyn previously acted as a professional trustee and, as such, is uniquely qualified to advise and assist with the administration of your loved one's trust.

Trust Administration Services

Collecting and managing trust assets
Paying debts and tax
Providing notice to beneficiaries
Completing a trust accounting and report
Making required distributions to beneficiaries