Trust Administration

Helping You Navigate the Often Complex Requirements of Trust Administration

Trust administration entails significant oversight and review of one’s fiduciary responsibilities to the trust’s beneficiaries. The lawyers of Hulbert & Associates, LLC have experience in working with trustees (corporate and individual) in navigating these requirements and answering the questions that are often raised during the administration of a trust.

Our goal in probate and trust administration is to carry out the terms of a trust, last will and testament, or the laws of intestate succession in a manner that protects asset values and the interests of beneficiaries. Most of our work is undertaken on behalf of executors, administrators or trustees, and we help our fiduciary clients discharge their responsibilities promptly and efficiently to avoid delays, unnecessary expenses, disputes, and litigation risk.

We are a small firm with a sophisticated trusts and estates practice, we offer our clients the depth of experience and legal knowledge that is characteristic of much larger firms while at the same time providing accessible and personalized client service. We take a proactive role in our work in trust and estate administration, and our firm’s business and real property experience helps immeasurably with the administration of assets typically held by family corporations or partnerships, real estate investors, and other entrepreneurs.

Give us a call today and let’s talk!