181 Second Avenue, Suite 625, P.O. Box 190, San Mateo, California 94401

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650-348-1016 650-348-1016

Trust Administration and Probate

Trust Administration and Probate Attorneys Serving Residents of San Francisco, San Mateo and Santa Clara Counties

San Mateo-based Thirkell Law Group has all your estate planning needs covered

With nearly 70 years’ collective legal experience, Thirkell Law Group meets all your will and estate planning needs and can help you through the process of probate and the administration of trusts.

Experienced trust and estates attorneys guide you through the probate process

Most executors have rarely if ever probated a will and know little about the process. Thirkell Law Group guides you through all aspects of probate, including:

  • Filing the will with the California probate court
  • Developing the best strategy for fairly and expeditiously probating the estate
  • Finding and collecting assets
  • Closing and opening bank accounts
  • Transferring assets from the deceased to the estate
  • Paying estate taxes
  • Valuing, managing, preserving and liquidating the estate
  • Locating beneficiaries
  • Hiring experts, when appropriate

Further, our attorneys’ professional courtroom presence can calm the emotionally charged process of probating a challenged will or disputed executor or judicial decision. We are adept at mediating these disputes to preserve cordial familial relationships. But if necessary, we assertively defend your beneficiary rights.

Helping you select and monitor a trust administrator

Once a trust is established, its operation must be overseen by a qualified administrator. This trustee manages the investment of funds and distribution of assets according to the grantor’s design contained in the trust’s documents. Trust administration requires careful attention to each detail of the grantor’s wishes. A conscientious trustee must have comprehensive knowledge of the law and be scrupulous regarding client service.

For 40 years, Thirkell Law Group has provided administration services on a wide variety of trusts, including:

  • Credit shelter trusts (CST)
  • Incentive trusts
  • Living trusts
  • Generation-skipping trusts
  • QTIP trusts
  • Charitable remainder trusts
  • Irrevocable life insurance trusts

We provide meticulous administrative services and advice to trustees

Thirkell Law Group in San Mateo has extensive experience in all duties expected of a trust administrator, including:

  • Investment of assets
  • Management of assets
  • Preparation of accountings
  • Preparation of tax returns
  • Distributions to beneficiaries

A trustee can be personally liable for mistakes or omissions that result in losses for the trust. Thirkell Law Group offers sound advice to trustees to ensure accurate and complete compliance with all aspects of trust administration.

Contact the thorough estate planning lawyers at Thirkell Law Group

If you have been named as a trustee or an executor to a will, Thirkell Law Group strongly recommends you retain professional assistance from a knowledgeable, competent source. Call us at 650-348-1016 today.