Trust Administration

Why Trusts Outshine Probate

Quick Links:

Power Of Attorney (POW)

Advance Health Care Directive (AHCD)

Last Will & Testament (Will)

Trust administration is the process of managing assets within a trust and distributing them according to its terms. Our firm assists trustees in South Carolina with duties like record-keeping, tax filing, and communications with beneficiaries while ensuring compliance with legal standards.

With the privacy and efficiency trusts offer over probate, professional guidance is still essential to avoid mistakes and family disputes. We support trustees in avoiding liability and fulfilling their duties with confidence.

We advise Trustees of their duties and responsibilities to the trust beneficiaries and assist the Trustees in carrying out those duties and responsibilities in accordance with the trust document.

Trusts reduce disputes—families with professional trust administration experience far fewer challenges.

Key Advantages of Legal Assistance With Trust Accounts

Reasons Trust Administration Is Recommended:

31 %

Only 31% of Americans have a basic will in place.

Source: Trust & Will