Williamsburg and Richmond Trust Administration Lawyers
Solid Legal Counsel for Successor Trustees: (888) 487-9899
Trusts are estate planning documents that individuals create to express how they wish to have their assets distributed after death. The person appointed to handle and distribute these assets is known as the trustee. As a trustee, you have a great deal of responsibility and legal requirements, and may have questions and concerns regarding your duties.
The JGB Trust Administration Process
Our Virginia estate planning attorneys at Johnson, Gasink & Baxter, LLP provide solid legal counsel and guidance to successor trustees regarding their fiduciary duty and legal obligations. We are equipped with the necessary knowledge, experience, and resources to effectively help you.
Trust Administration
Some of the matters we can help you understand regarding trusts and their administration include:
Your duties and legal obligations as a trustee
How to go about notifying beneficiaries
How to properly distribute assets from the trust
To learn more about trusts, successor trustees, their duties, and how we can help, contact us today at (888) 487-9899 and schedule your initial consultation at our offices in Williamsburg or Richmond.
Providing Advice & Assistance at Every Stage of the Process
We understand that all the duties and responsibilities of a successor trustee can sometimes be a complex and confusing situation. Because you could be held personally liable for failing to abide by your obligations, it is highly advisable that you seek well-informed legal counsel from an experienced team of trust administration lawyers.
At JGB, we pride ourselves on providing dependable service centered around the unique needs of each of our clients. Our goal is to give you the advice and assistance necessary to properly carry out all your duties as a trustee at every stage of the process, while thoroughly protecting your legal interests.
Straight-forward and relatable legal counsel that you can understand from start to finish.
Your Legacy, Handled with Care
We offer confidential consultations and can discuss your estate plan in full.
Continuous Care for Your Estate Plan
Our TrustGuard™ service allows you to make and maintain up-to-date estate plans.
50+ Years of Legal Insight, On Your Side
We use more than a half-century combined experience to your benefit.
“I highly recommend!”
We had a wonderful experience here! Attorney Michael Hendricks made the difficult estate planning very simple for us and helped us through each step. I highly recommend!
D.R.
“Mr. Baxter was both amiable and professional”
Our very trusted financial advisor gave us the name of this firm when we asked for estate planning help. Mr. Baxter was both amiable and professional, getting to the point when we asked each of our questions, but in such a way we felt we could ask further questions and bounce ideas around before settling on a plan. The support staff was equally helpful, leaving an overall impression of across the board focus on our needs, as well as very friendly follow through. They supplied us with a very thorough binder as well as all files in PDF form so that we can supply parties involved in either paper copies or digital files easily.
R.D.
“Very knowledgeable and happy to answer all of our questions”
Very knowledgeable and happy to answer all of our questions. Made the trust planning process very easy for us and very friendly.
D.T.
“We have confidence in Jeremy's support of us in the future.”
We had felt a need to overhaul our existng estate plan and, based on very favorable published reviews, we switched over to Johnson, Gasink & Baxter. The initial presentation and thoroughness was very clear and we felt very comfortable with Jeremy Johnson. He took pains to ensure we understood the details while, at the same time, showing understanding and empathy with our personal family situation. Jeremy's follow up review of the finished plan followed quickly and, as before was conducted in a friendly and cordial manner. We have confidence in Jeremy's support of us in the future.
