SSDI, SSI, Estate Planning, Elder Law & Medi-Cal Planning in California

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Loss of a Loved One

After the loss of a loved one everyone needs time to grieve. Unfortunately there are other matters that need to be handled in terms of wrapping up the estate. If you need assistance we can help.

If your loved one had a living trust you will go through a process called trust administration. The then acting trustee would collect the assets and accounts, pay outstanding bills and ultimately distribute the remainder to the beneficiaries it.

For a list of considerations upon the death of your loved one you can click here. You should be especially wary about retitling assets without speaking with an attorney.

If these administrative issues are not handled properly, the beneficiaries may end up paying penalties or additional fees. We can advise the trustee and provide assistance with the administrative duties necessary when closing estate.

James Dolenga, JD

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