TRUST ADMINISTRATION IN ARIZONA

Navigating estate planning requires more than just paperwork. It requires foresight, legal expertise, and a plan that reflects your family’s unique needs. At Obsidian Ridge Law, we help Arizona families use trusts to protect assets, avoid unnecessary court involvement, and ensure loved ones are cared for in the way you intend.

WHAT IS TRUST ADMINISTRATION?

When a trustmaker passes away or becomes incapacitated, the successor trustee is responsible for administering the trust. This includes tasks like notifying beneficiaries, inventorying and managing assets, paying debts and taxes, and ultimately distributing property according to the trust’s terms.

Trust administration can feel overwhelming, especially during an emotional time. Having legal guidance ensures the process is efficient, fair, and legally sound.

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SUPPORT YOU CAN COUNT ON

  • Legal Compliance: Guidance to ensure every step meets Arizona’s trust and probate laws.

  • Clarity in the Process: A clear roadmap for trustees and beneficiaries, reducing stress and confusion.

  • Protection of Assets and Legacy: Guidance to manage and distribute trust assets responsibly while honoring the trustmaker’s wishes.

  • Family Support: Counsel that eases burdens during a difficult time and promotes fairness among beneficiaries.

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OUR PROCESS

DISCOVERY SESSION

We start with a conversation about your goals, assets, and family needs. This helps us understand whether your priority is avoiding probate, protecting property, or caring for heirs.

ADMINISTRATION ROADMAP

We outline the required tasks, from notifications and inventory to tax filings and debt settlement.

EXECUTION & OVERSIGHT

We provide guidance at every stage, ensuring the trustee carries out their duties lawfully and efficiently.

FINAL DISTRIBUTION

We assist with transferring assets to beneficiaries and closing the trust with full compliance.

ONGOING SUPPORT

For trusts with long-term management, we remain available for continued guidance and updates.

PRICING

$350 per hour

FREQUENTLY ASKED QUESTIONS

  • A trustee is responsible for managing the trust’s assets and distributing them according to the trust’s terms. They must act in the best interest of the beneficiaries.

  • The timeline varies, but most trusts can be settled in several months to a year depending on complexity, assets, and potential disputes.

  • A properly funded revocable living trust can bypass probate for the assets inside it. However, any assets left outside the trust may still require probate.

  • Yes. Trustees are generally entitled to reasonable compensation for the time and effort required to administer the trust.

  • Disputes may arise, but legal guidance can help resolve conflicts and keep the process moving fairly and lawfully.

GUIDANCE FOR EVERY STEP OF TRUST ADMINISTRATION

Trust administration can feel overwhelming, but you don’t have to manage it alone. Book a consultation with Obsidian Ridge Law today for steady guidance and compassionate support.

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