Trust Administration Process

Our Process: Trust Administration

Administering a trust can feel like a big responsibility, but you don’t have to do it alone. At Miller & Miller Law Group, we’re here to provide friendly, comprehensive support to help you manage the trust, communicate with beneficiaries, and follow its terms with clarity and peace of mind.

Schedule Your Initial Consultation

Understanding Our Trust Administration Process

Watch this short video to understand how we assist with Trust Administration

Step 1: Consultation – Your Starting Point

Every trust is unique, and understanding its terms is essential for proper administration. Our consultation ensures you know your responsibilities as a trustee and have a clear plan to move forward.

During this consultation, we will:

  • Review the Trust Document: Understand the trust’s terms and your role as a trustee.
  • Evaluate the Trust’s Assets: Help identify and assess the assets held in the trust for proper management.
  • Provide Legal Advice and Next Steps: Offer a clear action plan tailored to the trust and your fiduciary responsibilities.

This consultation is a critical step to ensure you understand your legal obligations and how to manage the trust effectively.

Step 2: Retain Us for Ongoing Trust Administration Support

After the initial consultation, you may choose to retain our firm for ongoing legal and administrative support. When retained, we will:
  • Assist with Asset Management:Help gather, secure, and manage the trust’s assets, ensuring compliance with the trust’s terms.
  • Handle Beneficiary Communication: Manage updates and provide transparent communication with beneficiaries.
  • Oversee Asset Distribution:Ensure assets are distributed accurately and in line with the trust’s instructions.
  • Prepare Final Accounting and Reports: Create detailed accountings and reports to maintain accuracy and transparency

With our support, you can focus on your role as trustee while we handle the legal complexities.

Why Choose Miller & Miller Law Group?

  • Personalized Support: We tailor our services to meet the unique needs of each trust and trustee.
  • Clear Guidance: Step-by-step communication and support ensure you fulfill your responsibilities with confidence.
  • Comprehensive Legal Services: From asset management to final distribution, we handle all aspects of trust administration.

Take the First Step Today

Whether you’re administering a trust created with Miller & Miller Law Group or one from another firm, we’re here to help. Start with a consultation to receive the guidance and support you need.