R

Trust Administration and Probate Services

Our Firm provides trust administration services, and assists in the probate of estates in Orange County, California.

We have found that, after the difficult time one faces with a recent death, a variety of legal needs arises.

For example, did you know that a Will is supposed to be recorded within 30 days after death?

The legal process in administering an estate and handling a probate is very complicated. The process can become much more complicated if a dispute arises.

Our Firm has assisted in administering over 100 estates and trusts.

The services include:

1. Working with the Executor and/or the Successor Trustee in meeting all of their statutory responsibilities (i.e., notice to beneficiaries, providing an accounting as needed, etc.);

2. Assisting in the preparation of a Form 706, US Estate Tax Return (please note that our office does not actually prepare this return; we assist the CPA doing so);

3. Coordinating any special distributions, as well as charitable requests; and

4. Structuring the administration in a way to maximize estate tax benefits (taking discounts where applicable, etc.).

	R. Zebulon Law, Esq. A Professional Law Corporation
		Trust Administration and Probate Services Our Firm provides trust administration services, and assists in the probate of estates in Orange County, California. We have found that, after the difficult time one faces with a recent death, a variety of legal needs arises. For example, did you know that a Will is supposed to be recorded within 30 days after death? The legal process in administering an estate and handling a probate is very complicated. The process can become much more complicated if a dispute arises. Our Firm has assisted in administering over 100 estates and trusts. The services include: 1. Working with the Executor and/or the Successor Trustee in meeting all of their statutory responsibilities (i.e., notice to beneficiaries, providing an accounting as needed, etc.); 2. Assisting in the preparation of a Form 706, US Estate Tax Return (please note that our office does not actually prepare this return; we assist the CPA doing so); 3. Coordinating any special distributions, as well as charitable requests; and 4. Structuring the administration in a way to maximize estate tax benefits (taking discounts where applicable, etc.).