Trust Administration

Support for trustees and families—every step of the way.

If you’ve been named as a trustee, you may be feeling overwhelmed. Managing someone’s trust after they pass—or stepping in when they can’t—is a big responsibility. But you don’t have to carry it alone. We’re here to guide you through every step, from legal requirements to personal decisions.


At the Law Office of Andrew Fesler, we offer practical, compassionate support for trustees. Andy works directly with families throughout San Diego County to make the process as clear, respectful, and manageable as possible—so you can do what’s needed with confidence and care.

What’s Involved in Trust Administration

Trustee Responsibilities

As trustee, your role includes managing assets, paying final bills and taxes, and distributing property to beneficiaries. We’ll help you understand what’s required and when to act.

Notifying Beneficiaries

California law requires formal notice to all named beneficiaries. We help prepare and deliver notices on time to meet legal deadlines and start the administration process.

Inventory & Valuation of Assets

You’ll need to locate and assess all trust assets, from bank accounts to real estate. We’ll guide you through the documentation, valuation, and any professional appraisals needed.

Debt Resolution & Tax Filings

Part of your role involves identifying and paying valid debts, final taxes, and any outstanding obligations. We’ll help ensure nothing gets overlooked.

Final Distributions & Reporting

Once everything is settled, the trust assets are distributed according to the terms outlined. We assist in closing the trust properly and providing clear records to all involved.

Frequently Asked Questions About Trust Administration

For Trustees Who Want to Get It Right

  • What exactly does a trustee do?

    A trustee manages the trust after the creator (also called the settlor) has passed or become incapacitated. This includes protecting assets, notifying beneficiaries, paying debts, filing taxes, and eventually distributing the trust property.

  • Do I need a lawyer to administer a trust?

    While it’s not legally required, it’s highly recommended—especially if the trust includes complex assets or multiple beneficiaries. We make sure everything is done properly and legally, so you can avoid missteps and family conflict.

  • How long does trust administration take?

    Most trusts can be administered in a few months, but timelines vary depending on the size of the estate, tax issues, and how smoothly the process goes. We’ll help keep things on track.

  • Can I be held personally liable as a trustee?

    Yes, which is why it’s important to follow legal procedures carefully. We’ll guide you through your responsibilities and help you document everything properly to protect yourself.

  • What if I have questions along the way?

    That’s exactly what we’re here for. Andy provides one-on-one support throughout the process, so you always have someone to turn to for guidance and reassurance.