Whether you’re creating or managing a trust, we ensure everything is handled legally and efficiently.
Many people think trusts are only for the wealthy, but the truth is, a trust is a powerful estate planning tool for anyone.
With a trust, you can..
saving time, money, and unnecessary stress.
by ensuring clear distribution of your assets.
Decide who cares for your children and pets after you pass away.
Unlike probate, trusts are not part of the public record.
At Rose Harper Law, we help you evaluate your financial situation and long-term goals to choose the right trust for your estate plan. Investing in an estate plan today ensures your assets are protected, and your loved ones are cared for—long after you’re gone.
What happens when a loved one passes away and they had a funded trust? Unlike probate, you don’t have a court directing the process—but that doesn’t mean it’s simple.
Trust administration can be overwhelming during an already difficult time. That’s why we help families handle the technical and legal aspects smoothly and efficiently, so they can avoid unnecessary stress and miscommunication.
At Rose Harper Law, we..
If you need help administering a trust, we’re here to guide you every step of the way.
Estate planning doesn’t have to be overwhelming. We guide you every step of the way—helping you secure your assets, protect your family, and create a legacy with confidence.
With Wear Clean Underwear, Ali Katz offers a no-nonsense, uplifting perspective on living with purpose and practicality.
Trust administration is the process of managing and distributing a trust’s assets according to the instructions outlined in the trust. It involves responsibilities such as identifying assets, paying debts, filing taxes, and ensuring beneficiaries receive their distributions.
A trustee is responsible for managing the trust, which includes safeguarding assets, paying debts and taxes, keeping accurate records, and communicating with beneficiaries. They must act in the best interest of the beneficiaries at all times.
Trustees are held to a high standard of fiduciary duty. Mistakes can result in legal liability, including personal responsibility for financial losses. At Rose Harper Law, we provide trustees with guidance to ensure they meet all legal obligations and avoid potential pitfalls.
Yes, we work closely with trustees to handle the complex legal and financial aspects of trust administration. From filing necessary paperwork to resolving disputes, we’re here to make the process seamless and stress-free.
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