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"I'm the trustee and I don't know what to do next..."

This sounds like it may involve

Trust Administration Attorney

Confidence: high

It sounds like you've been named as a trustee for someone's trust and you're uncertain about your responsibilities and next steps. Trustees have important duties to manage trust assets and distribute them according to the trust document, and it's very common to feel overwhelmed at first. A trust administration attorney can help you understand your specific obligations and guide you through the process.

Possible next steps

  • Locate and carefully read the trust document to understand the terms and your duties
  • Gather information about all trust assets (property, bank accounts, investments, etc.)
  • Make a list of any questions about your responsibilities
  • Schedule a consultation with a trust administration attorney in your area

A licensed attorney can confirm your options. Legal Navigator does not provide legal advice.

Estate & Trusts

“I'm administering a loved one's trust”

Serving as a trustee involves notices, accountings, and distributions. A trust administration attorney can help.

Likely attorney type

Trust Administration Attorney

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Local firms that may handle this

Trust Administration Attorney firms in Sonoma County

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