Our Services

Trust Administration

Administering a trust can feel overwhelming, especially during an emotional time. As a trustee, you are tasked with significant legal and financial responsibilities that can be both complex and time-consuming. We understand the weight of these obligations and are here to provide the guidance and support you need to navigate this process with confidence.

Whether you are stepping into the role of trustee for the first time or facing unexpected challenges along the way, our team is here to help. Trust administration requires careful attention to detail to ensure all obligations are met, beneficiaries are treated fairly, and your loved one’s wishes are honored. With our compassionate and experienced team by your side, you can feel secure knowing that the trust is in good hands.

Why Trust Administration is Important

When a loved one passes, their trust becomes a crucial way to honor their wishes and ensure their assets are distributed as intended. However, without proper administration, even the most thoughtfully crafted trust can lead to confusion, delays, and unintended complications. Trust administration helps manage the process with care, ensuring the trust is executed according to your loved one’s wishes, beneficiaries receive their inheritances fairly and efficiently, and legal or financial obligations, such as taxes and creditor claims, are properly handled. By approaching this responsibility with precision and empathy, trust administration brings clarity and stability to everyone involved during a difficult and emotional time.

How Can We Help?

We work closely with trustees and families to make the trust administration process as seamless and stress-free as possible. We handle the complexities so you can focus on what matters most—your family. With our compassionate and knowledgeable team by your side, you can feel confident that the trust is administered correctly, efficiently, and with the utmost respect for your loved one’s wishes.

Assisting trustees with their legal and financial responsibilities, ensuring compliance with all requirements.
Managing communication with beneficiaries to provide clarity and prevent misunderstandings.
Coordinating administrative tasks such as filing tax returns, paying debts, and distributing assets in accordance with the trust’s terms.
Offering ongoing support to address questions and provide guidance at every stage of the process.

What our clients are saying

We went for a fairly simple estate plan, and they handled it beautifully. There were no surprises in billing, and their patience with all our questions was outstanding.

Grace B.

This firm was recommended by other parents in the Boston Metro West area who had good experiences here. We are very happy with the results of our estate planning process!

Katharine Y.

We interviewed several other firms but no one else offered services specifics to estate and will planning like the Parents Estate Planning Law Firm. They really met us where we were at- even letting my baby crawl around the conference room at our signing meeting!

Hannah O.

They made the entire process so easy. I especially appreciated how well they kept track of progress and how responsive they were. Highly recommend!

Meridith T.

We recently had the pleasure of working with The Parent Estate Planning Firm to set up our family trust, and we couldn't be more pleased with the experience. They made the entire process incredibly easy and stress-free.

Jhon Q.

I left with a lot of knowledge about the process and coverage. I would definitely recommend the team at Parents Estate planning to anyone looking to set up a plan for their future!

Ricky B.

We recently retained The Parent Estate Planning Law Firm to establish an estate plan and family trust. The firm's guidance and handling of our legal affairs was outstanding. We highly recommend the firm based on our positive experience.

Steve W.

The whole team made this process really smooth and easy. We'd put off making an estate plan for a long time and it's such a relief to have everything handled. 10/10 would recommend!

Tim S.

The team was always willing to help us when we had questions, and the atmosphere was always warm. We would definitely recommend them for estate planning, especially for families with young children.

Anthony M.

From the moment you make the first call, until the moment you pick up your estate plan documents, the team will be answering all your questions and working with you on your schedule. Great team, highly recommended!

Sebbie S.

Contact us today!

Do you need more information or answers to your questions about Wills, Trusts, or guardianship for minor children? We’re available to help. From our office in Acton, we serve clients across Massachusetts.

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