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"Christie knows her stuff! She is easy to work with and you know going in what the cost will be. She will guide you each step of the way. I feel so relieved now knowing that this is taken care of." - K.B., client
Trust Administration
Becoming a trustee can feel overwhelming for anyone. It is indeed a new role, and probably not one that you have assumed before. If you are unsure of what a trust really is, or what your duties are, my office is here to support you every step of the way.
After the grantor(s) (or the person or persons who created the trust) dies, a trust administration really boils down to 5 steps.
After the grantor(s) (or the person or persons who created the trust) dies, a trust administration really boils down to 5 steps.
Pricing is as follows:
Retainers start at $3,500 and will depend upon the complexity of the case.
Book a consultation and let's talk! **
Retainers start at $3,500 and will depend upon the complexity of the case.
Book a consultation and let's talk! **
Want To Learn More? Let's connect on LinkedIn, YouTube and My Blog.
- Learn the first steps you need to take.
- Learn what a trust is, and what a will is.
- Learn how to successfully fulfill your role as a trustee or executor after a loved one has passed away.
- Learn what probate is. And, how you can avoid it.
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** As of May 29, 2023, this consultation will be charged at an hourly rate.
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