SAN JOSE TRUST ADMINISTRATION

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Trust Administration Lawyer in San Jose | Santa Clara Attorney

A Living Trust makes the passing of an estate at death less expensive and time-consuming than any other method. However, there are still important issues to address when someone passes away – even when the successor is the surviving spouse.

Some of the critical, time-sensitive issues are:

  • Notification of Beneficiaries and Heirs
  • Asset Valuation, including:
    • Establishing Tax Basis of Assets
  • Obtaining Real Estate Appraisals
    • Estate Valuation
  • Making Tax Elections and filing an Estate Tax Return, if needed
  • Preparation and recording of an Affidavit of Death to remove deceased from title to real estate property and financial accounts

Your Living Trust is an important part of your Estate Plan, and you need comprehensive, compassionate help with the administration process. Contact us at 408.379.9600 or send an online message to schedule your initial consultation.

Contact Law Offices of Linda J. Mackay

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Law Offices of Linda J. MacKay

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For any general inquiries, please fill in the following contact form:

Disclaimer: The information you obtain at this site is not, nor is it intended to be, legal advice. You should consult an attorney for advice regarding your individual situation. We invite you to contact us and welcome your calls, letters and electronic mail. Contacting us does not create an attorney-client relationship. Please do not send any confidential information to us until such time as an attorney-client relationship has been established.

Law Offices of Linda J. MacKay
1361 S. Winchester Blvd. Suite 210
San Jose, CA 95128
408.379.9600

Contact the Law Offices of Linda J. MacKay

The Law Offices of Linda J. MacKay serves the cities of San Jose, Santa Clara, Cupertino, Campbell, Los Gatos, Saratoga, Sunnyvale, Mountain View, Palo Alto, Stanford, Fremont, Morgan Hill, Gilroy, as well as as greater Silicon Valley and the San Francisco Bay Area.