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Trust Settlement

San Jose Trust Administration Attorney

If you find yourself appointed as a trustee of an estate, you carry many responsibilities. Administering a trust is a complicated process. At my San Jose law firm, I provide trusted legal counsel and representation to people designated as the trustee of an estate.

Experienced, Knowledgeable Lawyer

I am attorney Sue Campbell and possess many years of experienced assisting clients with careful and efficient trust administration. If you need help managing the administration or settlement of a trust, I offer my experienced and knowledgeable services to help.

Call me at 408-277-0648 or contact me online to talk with me further about your trust settlement needs.

Assisting you With all Aspects of Trust Administration

I will work with you directly throughout the trust settlement process, explaining your legal obligations and assisting you with all designated duties, including:

  • Accounting for the estate: As a trustee, you are legally required to provide a full accounting of the estate to all designated beneficiaries.
  • Accounting for taxes: As a trustee, you carry a duty to ensure that all taxes are paid, including income taxes, estate taxes and gift taxes.
  • Managing the distribution of property: Distribution of the estate property to the beneficiaries designated in the trust is also an important trustee duty.

I offer my experience to help you with the aspects of your trust administration. Call my office at 408-277-0648 or contact me online to schedule an appointment at my San Jose office. I represent people in Santa Clara County and throughout the Silicon Valley of California.

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