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GOLDEN LEGACY ESTATE PLANNING INC.

Trust Administration

Trust Administration

 Affordable Legal Help | Habla Espanol
A+ Rating With the BBB | Free Appointment

This is a placeholder for the Yext Knolwedge Tags. This message will not appear on the live site, but only within the editor. The Yext Knowledge Tags are successfully installed and will be added to the website.

Affordable Legal Help
Habla Espanol
A+ Rating With the BBB
Free Appointment

Protection Plans That Won't Disturb Your Way of Living

Fulfilling the task of the Successor Trustee can be overwhelming. You must follow the provisions of the trust on behalf of the Beneficiaries. Your duties include giving notice to the beneficiaries and heirs, identifying trust assets, obtaining title and appraisals, paying debts, file tax returns and deed documents according to state and federal regulations. 

Additional responsibilities include preparing a distribution plan, opening and closing accounts and setting up trust funds. It is the Successor Trustee’s responsibility to maintain accurate accounting and keep the beneficiaries, apprised of the all activities. We are here to help your family have a Golden Legacy.

Call for a Free Appointment Today

Certified Legal Document Assistants

We Work With Clients to Complete All Necessary Paperwork

(562) 262-4658

(562) 262-4658
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"I love the staff at Golden Legacy Estate Planning. They are supportive, friendly, professional and trustworthy. I would highly recommend them. Thank you Golden Legacy!"

- Mendy Lemon, Google Review

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Golden Legacy Estate Planning

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