TRUST ADMINISTRATION

Ensuring trusted oversight and expert

guidance will be there when you can’t.

When you include a trust in your estate plan,

the appointment of an objective and competent trustee becomes essential. Trust administration involves the careful execution of the trust's instructions, which can be an overwhelming task for those without legal and financial experience.

At Memento, we stand as your ally, ensuring that your wishes and trust are handled with the utmost care and precision.

What You Get

Our experienced trust administration lawyers provide expert guidance through the intricate process, ensuring compliance with legal obligations and addressing any complexities that may arise.

Compassionate Guidance

Timely Execution

We prioritize efficiency in the identification, valuation, and distribution of assets, as well as the settlement of debts. Our goal is to provide clarity and peace of mind during a challenging time.

Effective communication is at the core of our approach. We notify all heirs and beneficiaries promptly, keeping them informed throughout the process. Our team is readily available to address any questions or concerns.

Clear Communication

Streamlined Compliance

Memento Law takes care of all necessary documentation, including the preparation of state and federal tax returns and regular accountings. We ensure compliance with legal requirements, allowing you to focus on what matters most.