Trust Administration

When the trustee of a trust passes away, the next steps to administer that trust are critical and depend on a variety of circumstances. At O'Neill and Woolpert, our team assists surviving spouses and loved ones to ensure the trust requirements are met quickly and all tax benefits are maintained. When a trustee’s death results in termination of the trust, we also guide the successor trustee through the termination process efficiently. Through clear and easy-to-understand communication, the O'Neill and Woolpert staff ensure that the surviving or successor trustee not only complies with their fiduciary duty to the beneficiaries, but fully understands the process.

Our services also include assisting with obtaining appraisals, transfer of assets to beneficiaries, funding subtrusts, reviewing options for maximizing tax benefits and preparation of trust accountings.

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