Practice Areas

Decedent Estates
& Trust Administration

Granite Bay’s Experienced Estates and Trust Administration Lawyer

Our Popular Practice Areas:

Estates Administration
Probate
Trust Administration
Incapacity

Decedent Estates and Trust Administration

Exploring some basic aspects of estate and trust administration following the death of a loved one or close friend can be challenging in the mist of grieving. However, it is crucial that you understand the basic process to ensure your rights and your loved one’s wishes are protected.

A California Lawyer for Estates and Trust Administration You Can Trust

In the case of death or incapacity, you need a structure in place to ensure your wishes are followed and your family is protected. For more information about estate planning, you can explore our FAQ page or contact us online today. We are also available by phone at (916) 773-6100.

Call (916) 773-6100

Why is the administration process necessary?

After the passing of an individual (generally referred to as the “decedent”), there is an administration process that must be followed and completed. When someone passes, their name and social security number need to be retired.  Not doing this is the #1 way that identity theft occurs.  Seeing a professional that understands the ins and outs of the tools needed to transfer title successfully to a decedent’s beneficiaries ensures a some transition that minimizes potential taxes and costs.  Some of these tools are Small Estate Affidavits, Beneficiary Claims, Heggstad Petitions, Rights of Survivorship, and Probate.

The main reason why estates need to be administered is to facilitate an orderly transfer of assets upon death. This holds true whether it is a multi-million-dollar estate or only worth a few thousand dollars. The administration of any estate also applies whether there is a will, a trust, or no estate planning documents. 

During the administration period, someone must be officially and legally appointed to handle the details of the administration. That person is known as a personal representative and essentially “stands in the shoes” of the deceased. A personal representative is necessary because someone must be authorized to sign the decedent’s name and to transfer assets. If the decedent dies with a will, or “testate,” an executor is appointed as the personal representative. If the decedent dies without a will, or “intestate,” an administrator is appointed as the personal representative. 

Once the personal representative of the decedent is appointed, they are responsible for locating and gathering assets, performing an inventory of all assets, and obtaining an appraisal of those assets. 

Decedent Estate & Trust Administration

Our methods for handling estates and trust administration issues are unique. We offer legal assistance for a range of decedent estate and trust administration needs.

Mr. McCunn specializes in a holistic, project management approach which empowers you to make your own decisions throughout the process. He has a reputation as a peacemaker and his honest and pragmatic attitude towards divorce and other family law issues ensures you only pay for the services you need during your case.

“McCunn Law is a high-quality and highly knowledgeable legal team. I went into a consultation regarding child custody and was extremely happy with the plan and ultimately the results of my case. They create a plan with the client’s needs and wants in mind. Drummond is also great working with regarding what kind of budget a client would be able to afford. If I have any more legal needs in the future this is the office I will use every time.”

Megan P.

“McCunn Law is a high-quality and highly knowledgeable legal team. I went into a consultation regarding child custody and was extremely happy with the plan and ultimately the results of my case. They create a plan with the client’s needs and wants in mind. Drummond is also great working with regarding what kind of budget a client would be able to afford. If I have any more legal needs in the future this is the office I will use every time.”

Megan P.

“McCunn Law is a high-quality and highly knowledgeable legal team. I went into a consultation regarding child custody and was extremely happy with the plan and ultimately the results of my case. They create a plan with the client’s needs and wants in mind. Drummond is also great working with regarding what kind of budget a client would be able to afford. If I have any more legal needs in the future this is the office I will use every time.”

Megan P.