When a loved one has passed naming you as Trustee of their trust, you may be at a loss as to the first steps to take to carry out your loved one’s wishes while complying with your obligations as Trustee.
Unlike probate, trust administration is a private process that allows a designated trustee to manage and distribute assets without court intervention. However, trustees still have legal responsibilities to beneficiaries, creditors, and tax authorities.
At Reese & Van Atta, we provide legal guidance for trustees to ensure they fulfill their fiduciary duties while avoiding personal liability.

mission
Our mission is to empower families to protect their legacies through personalized and transparent estate planning. We believe that every individual deserves a secure future, one that honors their values and provides lasting protection for their loved ones.