When the creator of a revocable living trust passes away, the successor trustee steps into a role with real legal duties. Trust administration is the process of carrying those duties out: notifying beneficiaries, gathering and valuing assets, paying debts and final expenses, coordinating tax filings, and ultimately distributing the trust according to its terms.

We guide successor trustees through each step in the order it should be done. That includes Arizona statutory notices to beneficiaries, an inventory of trust assets, communication with financial institutions, and the trustee's accountings. Done well, the process protects the trustee personally from later disputes.

Many successor trustees are family members handling this for the first time, often while grieving. Nicole sets a calm, methodical pace and handles the legal mechanics so the trustee can focus on the family.

We coordinate closely with accountants on income and estate tax filings, and with title companies and brokerages on asset transfers. The result is a clean, well-documented administration.

Who this is for

• Successor trustees of an Arizona revocable living trust
• Co-trustees who want clear guidance on shared duties
• Beneficiaries seeking to ensure proper administration

What you gain

• Step-by-step guidance through Arizona trust administration
• Statutory notices and accountings handled correctly
• Coordination with tax and financial professionals
• Personal liability protection through proper process