Estate and Trust Administration

Managing assets after a loved one's passing? We handle gathering assets, settling debts, and distributing remaining assets as executor or trustee, providing guidance or full assistance during this challenging time.

Why Choose Us?

At Rilus Law, we understand that managing a loved one's estate or trust can be daunting and emotionally taxing. With our dedicated team of experienced attorneys, we strive to provide compassionate and comprehensive support to guide you through every step of estate and trust administration. When you choose Rilus Law for estate and trust administration, you're choosing a partner you can trust to protect your interests and preserve your family's legacy for generations to come.

Expertise and Experience

Personalized Approach

Comprehensive Services

What is the Estate and Trust Administration Process?

Estate and trust administration manages and distributes a deceased person's assets according to their last will and testament. If they did not have a valid will, then the estate intestacy law. If assets are titled in a trust, then the conditions of the trust must be followed.

Asset Identification and Evaluation

Debt Settlement and Tax Obligations

Beneficiary Communication and Documentation

How our team can help you

At Rilus Law, we understand that estate and trust administration can be a challenging and emotionally taxing. We extend our expertise to ensure a seamless journey during this difficult time. Whether you're managing an estate plan or overseeing a trust, our team offers personalized guidance to navigate the complexities efficiently.

From handling paperwork to asset distribution, we aim to minimize liabilities while providing compassionate support. Recognizing the emotional toll involved, we offer free consultations to assess your requirements and craft a customized strategy. Let us alleviate the burdens of estate and trust administration, allowing you to focus on what matters most. Reach out today for the support you deserve.

DO YOU NEED ASSISTANCE WITH ESTATE AND TRUST ADMINISTRATION?

Navigating estate and trust administration can be intricate and daunting. Contact us today to schedule your complimentary one-hour consultation with a legal expert.

What Our Clients Say About Us

  • “Wonderful experience working with them after my Mom’s passing. They were able to answer all my questions and immediate needs.”

    Kerry K.

  • “My husband and I used Rilus Law to set up a trust for our daughter. Very knowledgeable, professional, and really seemed interested in helping you. Everyone we worked with was very customer-oriented and professional. We highly recommend Rilus Law for your estate planning.”

    Lindsey Beumer

  • “Went to Rilus Law for a trust checkup. Rilus Dana is very professional, trustworthy, and honest. I recommend Rilus Law for all my legal help.”

    Michael A.

  • “Professional, friendly, and very accommodating. I was on a time restriction and Rilus Law sped up the process to meet my scheduling needs. A great team, super positive, and a pleasant experience from all levels in the organization. I would highly recommend.”

    Troy K.

We serve clients in Arizona and California - in our offices and online!

Encinitas, CA

Rilus Law is your ally in navigating the complexities of estate and trust administration in Encinitas, CA. Our team of dedicated professionals is committed to crafting personalized strategies that ensure the smooth administration of your estate and trust, safeguarding your legacy, and honoring your intentions with precision and care.

Serving clients in Arizona and California, Rilus Law offers expert estate and trust administration services. From Encinitas to Scottsdale, our dedicated team provides personalized guidance to navigate the complexities of managing estates and trusts with precision and care. Trust us to safeguard your legacy and honor your wishes.

Mesa, AZ

Located in the heart of Mesa, AZ, Rilus Law offers comprehensive estate and trust administration services tailored to meet the unique needs of our clients in the area. From probate administration to trust management, we provide strategic counsel to help you navigate the legal complexities and ensure the efficient administration of your estate and trust assets.

Scottsdale, AZ

Rilus Law in Scottsdale, AZ, is your trusted partner in navigating the complexities of estate and trust administration. Our firm is dedicated to providing proactive solutions, prioritizing your peace of mind, and guiding you through every step of the administration process with confidence and clarity, allowing you to protect and preserve what matters most to you and your loved ones.

Frequently Asked Questions

  • Trust administration oversees the distribution of assets held within a trust to the beneficiaries

    If a loved one's estate plan includes a trust, legal documents must be prepared, forms must be filed, and other matters must be handled, which takes time and costs money. At Rilus Law, we provide the services necessary and appropriate to administer trusts under the laws of the State of Arizona.

  • Our trust administration services encompass several key tasks:

    Advising trustees on fiduciary duties and facilitating asset management, protection, and distribution.

    Determining asset cost basis and date-of-death values.

    Compiling a comprehensive inventory of assets and identifying those requiring probate proceedings.

    Preparing and issuing necessary reports and notices to beneficiaries in compliance with trust terms state, and federal laws.

    Managing potential creditor claims according to state regulations.

    Establishing sub-trusts for trust beneficiaries if required.

    Assisting in the administration of retirement accounts for optimal tax benefits.

    Facilitating distributions to named trust beneficiaries.

    Securing releases from beneficiaries to mitigate fiduciary liability risks.

    Generating required reports, notices, consents, receipts, waivers, releases, and accountings for trust closure and trustee discharge.

    Offering legal counsel and guidance on any trust administration-related inquiries or issues.

  •  Fulfilling the duties of a successor trustee effectively requires thorough understanding and proper guidance. Utilizing resources like the Free Trustee Toolkit can provide essential information and tools to navigate the responsibilities confidently. This toolkit assists in managing the trust's assets, guiding through distribution processes, and safeguarding the interests of beneficiaries.