Guiding Trustees and Families Through the Process-Step by Step
When someone passes away, their trust often becomes the roadmap for handling their estate.
But even a well-drafted trust needs careful administration. At Next Phase Law, we guide trustees and beneficiaries through every step-making sure the legal, financial, and personal pieces come together smoothly.
What We Help With:
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Interpreting and reviewing the trust
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Notifying beneficiaries and relevant parties
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Managing assets and safeguarding property
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Handling debts and final expenses
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Preparing inventories and accountings
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Working with CPAs on tax filings
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Distributing assets in accordance with the trust
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Coordinating with financial institutions, real estate professionals, and others
Who We Help:
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First-time trustees
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Family members serving as successor trustee
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Beneficiaries seeking clarity
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Professional advisors and co-trustees
Our Approach:
We believe in clear explanations, steady communication, and practical solutions. Whether the trust is simple or complex, we'll help you carry out your responsibilities and avoid common pitfalls.
This isn't a DIY job-and it doesn't have to be overwhelming. We work with you, your CPA, and any financial advisors to make sure everything is handled properly and efficiently.
When Should You Call Us?
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You've been named trustee and don't know where to start
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There's confusion or disagreement among beneficiaries
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Real estate or business interests need to be handled
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You want to be sure you're meeting your legal duties and avoiding personal liability