Practice Areas
Trust Administration
Guiding Trustees Through Every Step
When a loved one passes away and leaves a trust, the successor trustee is responsible for administering the trust according to its terms. This process can be complex and time-consuming — and mistakes can expose trustees to personal liability.
At Family Legal Partners, P.C., we guide trustees through every step of the trust administration process, from notifying beneficiaries and inventorying assets to making distributions and filing final tax returns.
Trust Administration Services
Trustee Guidance
We advise trustees on their fiduciary duties and help them understand their obligations under Massachusetts law.
Asset Inventory & Valuation
We assist trustees in identifying, locating, and valuing all trust assets.
Beneficiary Notifications
We prepare and send required notices to all trust beneficiaries in compliance with Massachusetts law.
Creditor Claims
We help trustees identify and address outstanding debts and creditor claims against the trust estate.
Trust Distributions
We guide trustees through the process of making proper distributions to beneficiaries.
Trust Accountings
We prepare formal trust accountings to document all trust transactions and protect trustees from liability.
Protecting Trustees from Liability
Trustees who fail to follow proper procedures can be held personally liable for losses to the trust. Working with an experienced trust administration attorney helps ensure that you fulfill your duties correctly and protect yourself from potential claims.
Need Help Administering a Trust?
Contact Family Legal Partners, P.C. today. We serve trustees and beneficiaries throughout Massachusetts.
Schedule a Consultation