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Trust Administration

Orange County Trust Administration

Guidance Through The Process

The loss of a loved one is a traumatic event. Making financial and legal decisions while grieving is extremely difficult and stressful. We make the process of probate and trust administration as easy and pain free as possible.

Our firm works with executors, trustees, personal representatives, and other fiduciaries in all aspects of estate administration. We are committed to the delivery of probate and trust administration services with a sensitivity to the special concerns of our clients.

Services Needed By Trustees or Beneficiaries:

  • Advice regarding the terms of the Will and Trust
  • Advice regarding the trustee’s duties to inform the beneficiaries
  • Preparation of notices and forms required by law to be sent by the Trustee to all beneficiaries or heirs at law
  • Advice about the laws related to the investments allowed in a Trust
  • Understanding the rules regarding selling assets, paying taxes andwhen you can make distributions to some or all of the beneficiaries
  • Income tax planning for the estate
  • Preparation and filing of all necessary Probate Court filings
  • Representation of clients in all Probate and Tax Court proceedings
  • Postmortem planning, including effective use of tax elections and disclaimers
  • Postmortem planning for non-U.S. citizen spouses
  • Review of all federal and estate tax returns
  • Review of all federal and state fiduciary income tax returns
  • Handling disputes among beneficiaries or between beneficiaries and the executor or trustee to avoid Trust or Probate Litigation

We will work with your successor to complete the process as quickly as possible, while minimizing family disharmony.

To discuss your situation, to meet with us or to get your questions answered contact us.

See our Client Quotes to see what our clients have said about our firm’s quality and dedication personally and professionally.

See Our Guarantee and compare it to other firms.

To learn about how we charge legal fees go to Fee Arrangements

Client Quotes

  • Leslie Foote – "Up to date knowledge, always responsive, friendly."
  • Beverly Toy – "Jill is very knowledgeable and practical – Glad we found her."
  • Dirmali Botejue – "Easy access to advice and excellent knowledge on the subject."
  • Don Sheridan – "Honesty, dedication and knowledge. You are truly amazing."
  • Judy Michael – " Your unbelievable knowledge and caring for your clients."
  • Joan McCauley – "Personal attention."
  • David Young – "Appreciate your follow-up."
  • Dietrich Buss – "The expertise on living trusts."
  • Ken Batinovich – "Clear, knowledgeable, pleasing presentation."
  • Robert & Kay Johnson – "Individual personal services from Jillyn and the staff."
  • Verna H. Dougherty – "Very thorough. Great advice and information."
  • Paula Zintl – "Good information about our specific issues with disabled children."
  • Doreen Kaller – "Straight forward information and professional treatment."
  • Josie Togle – "The expertise, knowledgeable, and personable."
  • Annette Batinovich – "You! You are the BEST. You posses a practical expertise."
  • Edward & Susan Conway – "You know the answers to help us."
  • Don Knapp – "Always up to date in these fast paced and volatile times."
  • Carol Netta – "Jillyn's knowledge. Always does a terrific job of explaining everything."
  • Winona Walton – "Thorough and straight forward approach."
  • Ken Carr – "Your sincere honesty makes me feel good! 5 stars!"
  • Joan Karr – "The feelings of being comfortable with having your firm prepare our trust."
  • Gerald McClellan – "Personal interest."
  • Nancy Christian – "Friendly, competent, complete, trustworthy."
  • Andrew F. Washington – "The personalized living trust."
  • Cynthia Carson – "Personal aspect… Listening skills and her responding to my needs."
  • Maureen Turk – "Knowledge & accessibility."
  • Ron Spink – Value your perspective on how personal goals can be met."
  • Bill LaFave – "Professional and knowledgeable."
  • Lynne Spink – "Up to date information and easily understood explanation."
  • Lee Hobbs – "Trust in ability and competence."

Hess-Verdon & Associates
A Professional Law Corp.
620 NEWPORT CENTER DRIVE, SUITE 1030
NEWPORT BEACH, CA 92660
(949) 706-7300 FAX (949) 706-7373