Legal Question in Wills and Trusts in California

Trust Administration

What records are necessary for administration of a trust


Asked on 3/04/07, 3:29 pm

1 Answer from Attorneys
Michael Kelly The Law Offices of Michael S. Kelly

Re: Trust Administration

At a minimum, you will need the trust document, the pour-over will, all records relating to real estate, bank accounts, security accounts, IRA and 401k accounts and other property owned by the trust at the time of death. Administering a trust can be complicated, so you should definitely get legal advice on how to best proceed.

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Answered on 3/05/07, 2:26 pm


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