Trust and Non-Probate Administration Services in Pleasanton

Simplify Estate Administration with Trusted Legal Guidance

Administering a trust or managing non-probate estates can be complex. At Phillips Law Offices, we provide personalized legal support to trustees and beneficiaries in Pleasanton and surrounding Bay Area. Let us help you fulfill your fiduciary responsibilities efficiently and confidently.

Ensure smooth trust administration—contact us today for expert guidance

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Why choose Phillips Law Offices for trust & non-probate administration

At Phillips Law Offices, we provide knowledgeable and compassionate guidance to help trustees and beneficiaries navigate the complexities of trust administration and non-probate matters. Here’s what sets us apart:

Experience you can trust

We have extensive experience handling trust administration and estate matters, ensuring every step is carried out correctly and efficiently.

Minimizing stress & liability

Trustees have legal responsibilities that, if mishandled, can lead to disputes or personal liability. We provide clear guidance to help you fulfill your duties while avoiding legal pitfalls.

Efficient & cost-effective solutions

We help streamline the administration process, avoiding unnecessary delays, expenses, and potential probate complications.

Personalized support

Every estate is unique, and we tailor our approach to meet your specific needs, whether you are a trustee, beneficiary, or executor.

Clear Communication & Transparency

We make sure you understand your legal obligations and options at every stage, providing clarity and peace of mind.

Whether you need assistance with trust administration, asset distribution, or non-probate transfers, Phillips Law Offices is here to help. Contact us today to schedule a consultation.

The following are examples of trust and non-probate
administration matters within our practice:

Living trust administration due to illness, resignation or death of the trustee
Evaluating when it is wise to decline trusteeship
Management of trust assets
Trust allocations after first death of first spouse
Dispute resolution and dispute avoidance
Joint tenancy terminations
Termination of community property with right of survivorship
Estate tax return preparation (IRS form 706)
Avoiding probate with Probate Code Section 13100 declarations and with summary proceedings
Representation of agents under powers of attorneys
Income tax basis planning
Gifting techniques to reduce potential estate tax
Real property tax planning
Determining reasonable compensation for the successor trustee
Assisting with third party acceptances of powers of attorney and of successor trustees

Need help with non-probate estate administration?