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Holman & Holman Attorneys at Law

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You are here: Home / Practice Areas / Trust Administration
trust administration

Trust Administration

The trust administration process begins with some triggering event, such as incapacity or death.  Even with proper estate planning, there are certain formalities that must be completed along the way.  

Trust Administration

Our firm represents Trustees and Beneficiaries in Trust Administration and execution:

  • We provide trustees assistance in all aspects of the Trust Administration process including: statutory notices, marshalling and liquidating assets, preparation of trust accountings, and follow-through to the final distributions.  
  • For clients who are beneficiaries, we ensure that that the executor of an estate or trustee of a Trust is properly performing his or her legal duties.

Trust Litigation

If the need arises for litigation, we represent Beneficiaries, Trustees, and Creditors in the following capacities:

  • Beneficiaries who are not receiving the distribution to which they are entitled, have not received an accounting, or where there is a breach of fiduciary duty.
  • Trustees who need assistance distributing a Trust, providing an accounting to a beneficiary and other requirements
  • Creditors of decedent estates to pursue a creditor claim

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Holman & Holman LLP
Attorneys at Law
(626) 358-1218

316 W. Foothill Blvd.
Monrovia, CA 91016

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  • Phillip J. Holman
  • Scott T. Holman
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Our attorneys can advise you on Estate Planning, Incapacity Planning, Trusts / Probate Administration and Litigation, Business Law, and Real Estate Law.
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This website includes general information about legal issues and developments in the law. Such materials are for informational purposes only and may not reflect the most current legal developments. These informational materials are not intended, and must not be taken, as legal advice on any particular set of facts or circumstances. You need to contact a lawyer licensed in your jurisdiction for advice on specific legal issues and problems.

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