San Mateo Probate and Trust Administration Lawyers

Last updated on November 4, 2022

When a parent or a loved one passes away, loved ones must deal with complex duties while at the same time going through the grieving process. Our office has experience representing relatives, beneficiaries, executors and trustees in the probate or administration of their loved one’s estate. We strive to minimize the number of times you will need to appear in court and make the process as easy for you as possible.

In some circumstances, a full probate may be avoided entirely. For guidance from our San Mateo probate and trust administration attorneys, contact Allen, Baker & Stephan, PC, to arrange a consultation.

Even though administration of a decedent’s trust can be somewhat complex, it is often much more efficient and inexpensive compared to the probate of a will. Our office has experience in guiding families through both estate administration and trust administration, including assistance with the following:

  • Assist trustees or executors in performance of their duties.
  • Guide trustees or executors in identifying, collecting, valuing and distributing assets.
  • Assist trustees or executors in paying debts and taxes when appropriate.
  • Guide trustees or executors in allocating trust assets.
  • Assist trustees or executors in preparing death tax returns and estate tax returns.
  • Provide trustees and executors with any other advice and assistance necessary.

If your loved one did not have a will or a will along with a trust, contact us and we will make every effort to settle matters of the estate as painlessly as is possible.

Our office can also assist you with the transfer and sale of real estate, distribution of estate property to those beneficiaries entitled to it, determine property values to help in completing tax returns and other items required to close matters.

Intestacy means that a California resident died without a will or trust. Our office can help represent you as a beneficiary in Probate Court and help the estate go through the process of estate inventory, notifications, debt repayment and filing taxes.

Even if a decedent had a trust, trust administration will still be a necessary process that occurs after the death of either one or both settlors. To protect the successor trustees, our office can make sure that the many procedures that must be done to ensure proper administration are followed. Our office can help successor trustees comply with all probate code notices to trust beneficiaries and heirs.

For Comprehensive Help From Our California Probate Lawyers, Contact Us Online.

Allen, Baker & Stephan, PC, provides full representation to parties involved in probate and trust administration. Contact us online or call us at 650-242-4889 to arrange a consultation.

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Allen Baker Stephan

Allen, Baker & Stephan, PC
66 Bovet Road, Suite 250
San Mateo, CA 94402

Toll-Free: 877-618-3517
Local: 650-242-4889
Fax: 650-340-6350
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