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Trust Administration
What is Trust Administration?
Trust administration is the legal responsibility of managing a trust after someone passes away or becomes incapacitated. This means handling assets, paying taxes, communicating with beneficiaries, and making distributions according to the trust's terms and California law. It's detailed work that requires careful attention to legal requirements and deadlines—and getting it wrong can lead to personal liability, family disputes, and expensive legal problems.
How We Support You:
Clear guidance at every step—from asset inventories and tax filings to final distributions—so you know exactly what needs to happen and when
Hands-on support helping trustees fulfill their responsibilities without fear of making costly errors or facing legal liability
Proactive solutions that head off family conflicts and expensive mistakes before they happen, keeping relationships intact during an already difficult time
Why Us?
Being a trustee is overwhelming—especially when you're dealing with grief or family tension. At NewPoint Law Group, we combine legal expertise with real accounting knowledge to give trustees the complete support they need. We walk you through every requirement, from cataloging assets to filing tax returns to making distributions, explaining things in plain language so you can make informed decisions with confidence. Our goal is to help you honor what your loved one wanted while protecting you from liability and keeping family drama at bay. And when someone tries to derail proper administration with baseless accusations or unreasonable demands, we fight back hard. You get more than legal advice—you get experienced advocates who genuinely care about getting this right and protecting you through the entire process.