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Estate & Trust Administration

Carlsbad Village Estate and Trust Administration Lawyer

Administering a trust or will can be difficult, but you do not have to do it alone. At the Carlsbad Village Law Office of Rickard L. Borg, we provide counsel to individuals responsible for the administration of a will or estate. Whether you are going through probate or the trust administration process, we can help you make smart choices for your family and avoid potential pitfalls.

A Practical Approach to Finding Solutions
Contact the Law Office of Rickard L. Borg

California's probate process is somewhat complicated. Without an attorney, it is easy for executors and trustees to make mistakes and come under scrutiny from the Probate Court.

We will work with you from the beginning to make sure you handle your responsibilities properly. We will assist you with gathering assets, paying debts and taxes, distributing assets to the proper heirs, and submitting accountings to the state. We represent the following parties in administration proceedings:

  • Executors: when there is a will
  • Personal representatives: appointed by the court when there is no will
  • Trustees: distributions and ongoing trust management.
  • Beneficiaries who are the victim of a trustee who breaches their duty

We also assist executors and trustees from out of state who have been given the responsibility of probating a loved one's California estate. We also represent charities in trust matters.

In addition to our trust and estate administration counsel, we handle Estates by Affidavit. This is a streamlined process for small estates, valued at $100,000 or less. This could allow you to avoid the probate process.

Contact Us

From probate to trust administration, we can help you get through the estate administration process as quickly as possible, while protecting your family and honoring the wishes of your loved one. Our Carlsbad Village law offices are open during weekly business hours, but we offer evening and weekend visits by appointment. Contact Marge, Janet or Rick today to schedule a consultation.