Beneficiary & Trust Advising
Compassionate Estate Planning Lawyer in Oakland, CA
If you have recently lost a loved one, it can be a confusing, emotional
time. Even more confusing is the process of being involved in a trust.
Your loved one may have left specific assets, property, or special possessions
in your name. While this seems like straightforward process, it can often
be complicated and challenging. When you need legal counsel or trust advising
for your case, my firm is here to help.
If you are a beneficiary of a trust in Alameda County, I am here to help. As an
estate planning lawyer, I have the experience and skill to closely review the trust administration
process, ensuring you are treated fairly every step of the way. If you
aren't the trustee or executor of a
living trust, you may want to enlist my services to guarantee you receive the property
Understanding a Trust
If you are concerned about the honesty or fairness of a trustee, it may
be crucial for you to retain legal support. One step you can take is to
request a copy or the trust, which will allow you or your attorney to
closely review your rights under it. I am here to provide a second, trustworthy
opinion on the actions of a trustee. With my legal insights, you will
have the peace of mind or evidence you need to take the next step.
A trustee is required to follow certain requirements and fulfill certain actions:
- Notifying all beneficiaries
- Filing a will the probate court
- Managing investments
- Safeguarding property & assets
- Communicating honestly with beneficiaries
- Distribute assets fairly, according to the trust
If you believe a trustee successor is not following these standards or
is mishandling property, be sure to get a second opinion. I am available
to discuss your legal concerns at any time.
Contact my practice
at (415) 275-3283 to schedule a free consultation today.