Trust Administration

Have you been named as a Trustee and don’t know where to start?

While the administration of a trust after a loved one dies occurs outside of the Court, there are still many legal requirements that must be followed. A Trustee needs to be aware of potential pitfalls to successfully administer the trust and transfer the remaining trust assets to the beneficiaries without incurring personal liability. This is not a time to wing it, as it is not as simple as it may first appear. Melinda McNicholas has many years of experience guiding Trustees through the trust administration process from start to finish. Being a Trustee can be an overwhelming (and sometimes thankless) job. Melinda McNicholas will be there to guide Trustee clients, as well as answer questions as they arise.