Trust Administration

Trust administration refers to the management of assets within the trust. The trustee is responsible for trust administration, and holds the duty of fiduciary.

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Documents

Estate planning documents

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Coordination

Coordinate assets with the Trust(s)

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Managing

Assets within the trust

TRUST ADMINISTRATION

Estate planning documents include Wills, Trusts, Durable Powers of Attorney, Health Care Powers of Attorney, and Living Wills
Retitling of assets to coordinate assets with the Trust(s)
Taking care of planning my clients estate documents