Welcome to McGovern Law Group: Your Partner in California Trust Administration

At McGovern Law Group, we understand the importance of effective and reliable trust administration for our clients. Our team of experienced lawyers is dedicated to providing comprehensive and personalized trust administration services to help you navigate the complexities of managing trusts and fulfilling the wishes of your loved ones.

What is Trust Administration?

Trust administration is a crucial process that occurs after the passing of a loved one who had established a trust as part of their estate planning. A trust is a legal arrangement that allows an individual, referred to as the grantor or settlor, to transfer assets to a trustee who holds and manages these assets for the benefit of designated beneficiaries. Trust administration involves the diligent execution of the grantor's intentions as outlined in the trust document.

The Role of a Trustee

As your trusted partner in trust administration, we guide trustees through their responsibilities with diligence and sensitivity. A trustee's primary duty is to manage the trust assets prudently and in accordance with the trust's terms, ensuring that beneficiaries receive their rightful distributions. This often includes investing assets wisely, paying any applicable taxes, and making appropriate decisions regarding asset distribution to beneficiaries.

Our Trust Administration Services

Choosing McGovern Law Group for your trust administration needs ensures that you have a dedicated team of professionals by your side. We combine legal expertise with empathy, understanding the emotional aspects of trust administration while providing sound advice and effective solutions. Our commitment to personalized service means that we tailor our approach to suit your unique circumstances, ensuring that your loved one's legacy is honored and protected.

Our experienced trust administration attorneys offer a wide range of services to assist trustees in carrying out their duties effectively. Our services include:

1. Trust Review

We conduct a thorough review of the trust document, ensuring a comprehensive understanding of its provisions and intentions.

2. Asset Inventory

Our team assists trustees in identifying, valuing, and documenting all assets held within the trust, creating a clear and accurate inventory.

3. Notifying Beneficiaries, Heirs, and Creditors

We help trustees fulfill their legal obligation to notify beneficiaries, legal heirs, and potential creditors of the trust’s existence, protecting the security of the trust.

4. Communication with Beneficiaries

We facilitate effective communication between trustees and beneficiaries, promoting transparency and understanding.

5. Asset Management

Our team provides professional guidance on prudent asset management strategies to preserve and grow trust assets.

6. Distribution Administration

We assist trustees in making timely and appropriate distributions to beneficiaries in accordance with the trust terms.

7. Legal Counsel

Our experienced trust administration attorneys are available to address any legal questions or concerns that may arise during the process.

Trust Administration Made Simple

At McGovern Law Group, we believe that trust administration should not be a burden during a time of mourning. Let us shoulder the responsibilities and complexities of trust administration while you focus on what truly matters – honoring your loved one's memory and supporting your family.

Contact us today to schedule a consultation and discover how our trust administration services can bring you peace of mind during this challenging time. With McGovern Law Group, you can rest assured that your trust administration needs are in capable and caring hands.

Meet Our Team

Contact Us

(619) 344-0123
9320 Fuerte Drive Ste. 103
La Mesa, CA 91941
2524 Alpine Blvd. Ste. A
Alpine, CA 91901
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