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Address:
381 West Portal Avenue
San Francisco, California, 94127
Trusts
Trust administration is a complex process that requires expertise and knowledge. We are here to be of service.
Our Trust Administration service is designed to make the process as simple and stress-free as possible for our clients. We work closely with the executor of the estate, ensuring that beneficiaries receive their shares of the estate as directed by the deceased. Our attorneys create detailed plans to move assets from the trust to the beneficiaries with as little tax liability as possible. We work with clients to ensure that their directions are carried out precisely, and we take the necessary steps to legally carry out these plans. We understand the importance of ensuring that beneficiaries receive their rightful shares of the estate, our experienced lawyers will provide personalized support and guidance throughout the entire process.