If a loved one has passed away, Vanguard can complete key administration steps on your behalf.
We make this complex process simple & straightforward for you, ensuring accuracy and peace of mind.
Whether someone has a Trust or not, their estate must be administered upon one’s passing. The State of California requires this administration process, called Trust Administration, to legally distribute someone’s assets to another individual after death.
In short, Trust Administration needs to happen after you pass and before any beneficiaries can receive any portion of your estate.
Depending on your marital status, the Trust Administration process may look different. If you leave behind a surviving spouse, the administration will focus on removing your name from various components of your estate plan. In contrast, the administration for a single individual will focus on legally empowering your successor trustee to enact your wishes.
We’re very sorry for your loss. Please contact our Client Services team at 888-995-6014 or using the form below.
After deciding to move forward, your attorney will provide a one-on-one consultation, review the Trust documents, and answer any questions.
We will then complete the necessary steps to allow the successor trustee access and control of the assets.
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Whether you’re a new or an existing client, our dedicated Client Services team is ready to assist you!
Please use the form to share more about your specific needs.
