Trust Administration Services in California

When a loved one passes and you’re named trustee, Bezaire & Leathers helps you fulfill legal duties and keep administration on track across Orange County and Southern California.

What trust administration involves

Administration means following the trust’s terms, notifying beneficiaries, identifying and valuing assets, paying debts and taxes, and distributing the remainder. While trusts often avoid court, California still sets rules for timing, notices, and accounting. We make each step clear.

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Trustee duties & timelines

We map out early tasks—obtaining a tax ID, marshaling accounts and real property, and issuing beneficiary notices—so you can manage responsibilities confidently and avoid missed deadlines.

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Accounting, taxes, and distributions

From interim accountings to final reports, we prepare documentation beneficiaries expect and coordinate with your CPA on fiduciary returns. Clear records keep distributions moving and reduce friction among heirs.

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Trust administration vs the probate process

Administering a trust is typically faster and private compared to the probate process, but it isn’t automatic. We guide you through title changes, creditor issues, and property transfers across Orange County.

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Common trustee questions

  • Do I need an attorney to administer a trust?

    Not required, but highly recommended—trustees can be personally liable for mistakes. Legal guidance helps you comply with California rules.

  • How long does administration take?

    Straightforward trusts often wrap in 6–12 months; complex assets, tax issues, or disputes can extend timelines.

  • What if the trust includes a beneficiary with disabilities?

    We can coordinate distributions and, where appropriate, integrate a special needs trust to preserve benefits while improving quality of life.

 Step-by-step guidance

Support for trustees across Southern California

Bezaire & Leathers helps trustees execute the document as written, communicate with beneficiaries, and finish strong. If you’re creating a plan now, learn how estate planning choices today can simplify future administration.