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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 you deserve.

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.

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summerall law
Summerall Law, P.C. - Oakland Estate Planning Attorney
Located at 3873 Piedmont Avenue, Suite 8,
Oakland, CA 94611
Phone: (415) 275-3283
Local Phone: (510) 922-0747
Website:
Probate.com

The information on this website is for general information purposes only. Nothing on this site should be taken as legal advice for any individual case or situation. This information is not intended to create, and receipt or viewing does not constitute, an attorney-client relationship.

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