Trust Administration
Trust administration guidance for Arizona trustees after a loved one passes. Clear next steps from Kerri Jamison Brutto Law Offices.
What is Trust Administration?
Trust Administration is the process of marshalling trust assets, determining beneficiaries and making the proper distributions.
Your Duties as Trustee
A trustee is a fiduciary. A fiduciary is someone who has certain legal responsibilities to other people. In order to satisfy these duties, a trustee must carefully comply with his responsibilities under the trust document and the Arizona Trust Code. We help trustees manage this responsibility.
Protect Yourself From Liability
Our role as legal advisor is to keep you out of trouble. We make sure that you comply with your responsibilities so that you do not breach your fiduciary duty.
If you’re serving as a trustee and need clear next steps, we’re ready to help.