Thank You | Trust Admin Form Received | 24Hr Reply

We've received your Trust Administration information

Submission Confirmed

Thank you for taking the time to complete our comprehensive Trust Administration Questionnaire. Your detailed information will help us provide you with the most efficient and effective trust administration services.

Our experienced team will carefully review all the information you've provided and prepare a customized trust administration plan tailored to your specific situation.

Your Confirmation Number: TAQ-2024-

What Happens Next?

Review & Analysis

Our legal team will thoroughly review your questionnaire within 24 business hours

Contact & Consultation

We'll call you to schedule a detailed consultation to discuss your trust administration needs

Custom Administration Plan

We'll create a comprehensive plan with timelines and fee structure options

Begin Administration

Upon engagement, we'll immediately begin the trust administration process

Documents to Prepare

Please have the following documents ready for our consultation:

Original trust document and all amendments
Death certificate (certified copies)
Recent bank and investment statements
Property deeds and titles
Life insurance policies
Recent tax returns

Need Immediate Assistance?

Trust administration has important time-sensitive deadlines. If you need urgent help, please contact us directly:

(818) 291-6217 Mon-Fri 9am-5pm PST

Email Us 24/7 Response

Our Office By Appointment

Important Deadlines:

California law requires certain notices to beneficiaries within 60 days. If the death occurred more than 30 days ago, please call us immediately.

Return to Homepage Book Consultation Now