Trust Attorney
Los Angeles

Trust Administration

Best Coast Estate Law represents Trustees of California trusts, no matter where the Trustee is located. Over the years we have represented both out-of-state and international clients administering California trusts. All of these matters can be handled virtually by our Best Coast Estate Law team.

What services are included in Trust Administration representation?

At Best Coast Estate Law we handle all of your communications with the trust Beneficiaries, banks, county recorders/assessors, creditors and Probate Court, if necessary. This includes transferring bank accounts and real estate, arranging for inventory and appraisal of assets and eventually making distributions pursuant to the terms of the trust.

How much does Trust Administration cost?

Trust administration services vary from client to client and are charged on an hourly fee basis. We work closely with our Trustee clients to make sure the Trustee is in compliance with the terms of the trust, California law, the county tax assessor and the IRS.

What is a California Heggstad Petition (PC 850 Petition)?

If you are a Trustee and have one or more assets that are not properly titled in the trust at the death of the Trustor, we may be able to help you avoid a formal probate by filing a petition to confirm the assets to the trust. This type of petition is called a Heggstad petition. Our office has successfully petitioned the court for millions of dollars of assets via Heggstad petitions.

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Frequently Asked Questions

Our team specializes in simplifying the estate-planning process so you and your loved ones can feel certain about every decision. Start with this overview, and then book a consultation when you’re ready to talk more.

A comprehensive estate plan is a set of documents that allows you to plan for incapacity, determine who inherits your assets and according to what terms, and select an individual to serve as guardian of your minor children. You can learn more here.

Under CA law, if you only have a will your property will be subject to probate court at your death. If you have a trust you can avoid probate court and your estate can be administered privately by your loved ones.

A California probate is very time-consuming and expensive. The personal representative and his or her attorney are both paid a percentage of the appraised value of the estate. There are also filings fees, publishing fees and appraiser fees associated with a probate that you typically avoid when you have a trust. You can learn more here.

This service is billed at our hourly rate of $400 with a 6 hour minimum. Read more about our packages and pricing here.

Client Testimonials

The BCLG was instrumental in helping us set up a family trust. Brittany is generous with her knowledge, her time and is deeply passionate about helping her clients protect themselves and future generations from going into probate. Highly highly recommend working with her and her incredible team.
I highly recommend Britton Law Group. I called for a consultation and spoke to Lisa. She's got a heart of gold. She was so honest that after explanation my...
Very helpful and informative
Do your loved ones a favor and work with Brittany Britton to get your affairs in order before it's too late. She is super personable and makes everything so...
5 stars is not enough praise! We are totally satisfied with every aspect of the estate plan Brittany (Brittion Law Group) prepared for us (A family Trust; Certificate of Trust; “Pour over” Wills; Durable Power of Attorney; Advance Health Care Directive, Deeding our house to the trust; etc). We are especially pleased that everything was tailor-made to our specific circumstances. The legal advice/service provided was expert and the documents are flawless. She and her team are quite pleasant to work with, efficient, patient, ethical, and detail oriented experts. We did everything by email, internet, Zoom, telephone and mail – we never left home! (Totally Covid safe). Traveling notary came to our home for signatures during a Zoom session with Brittany. All fees are reasonable, fair, fully worth it for the high-quality service and product you get and fees are fully transparent. Other law firms I considered did not disclose fees in advance. I understand why she has so many five star reviews and no complaints.Important regarding Estate Planning, Trusts and Wills – in my view, never DIY (“Do It Yourself)! Before selecting Britton Law Group, I was in a DIY mode. As a retired aerospace engineer I thought it would be easy to DIY. I read about four detailed books on Estate Planning, Trusts and Wills. I read a lot on the internet via Google. I even downloaded some DIY forms thinking I could just fill in the blanks. Wrong! And some internet sites offer to download/sell and even help you fill in the “one-size-fits-all” boilerplate blank forms – A bad idea in my view. Any estate plan must be tailor made to your specific situation. There are just too many things to consider for you to do this without an attorney specializing in estate planning paying specific attention to all the details. So I began a methodical review of law firms with websites specializing in estate planning and trusts, and created a pro/con evaluation. That’s how I arrived Britton Law Group. Happy I did. Thanks Brittany and team.
A year ago, my husband suddenly passed away. I needed a local law group to help me since he left no will or living trust. Brittany and Lisa were very...

Britton Law Group, P.C. is now Best Coast Estate Law, P.C.