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Trust & Estate Administration

Trust & Estate Administration

Trust & Estate Administration Services

Trust & Estate Administrator

A trust or estate administrator (also known as an Executor or Successor Trustee) takes care of trust assets for the benefit of the beneficiaries. In addition to specific duties outlined in a Trust, there are also certain general responsibilities required by law that must be carried out by the Trust Administrator. Effective administration of trust is key in fulfilling these roles efficiently.

Process Overview

  1. Schedule consultation with PINK Legal—email, over the phone or in-person.
  2. Contract and PINK Legal service fee due.
  3. Documents prepared—up to one week turnaround.
  4. Documents to be reviewed, signed, and notarized if necessary.
  5. Client to file or submit documents to appropriate entities. This is an essential step for trust administration.
  6. Client to follow up with PINK Legal if additional documents are required by any entity.

PINK Trust Administration Legal Fees

  • Review/Discovery Fee – $250

  • Trust Administration – $250/hr., plus document preparation fees, if any. Engaging in trust administration involves these and other costs.

  • County Recorder or other Filing Fees – varies by county, quote provided at consultation. These fees are part of the costs associated with trust administration.

Let’s Chat! We have three locations in Southern California. Contact us via email, call, or drop by.