Trust Administration
Estate Administration
Make confident decisions to enjoy your family’s legacy.
Navigating the legal administration of a Trust can seem complex. At Nathan Ziegler & Associates, our team can answer questions and help you make informed and confident decisions to protect and enjoy your family’s legacy.
Carrying out the instructions in your loved one's Trust
Benefits
Strategically manage the distribution and assignment of assets in a Trust after the passing of a loved one.
Understand Your Responsibilities
Learn about your role as Trustee and get the advice you need to make the right decisions.
Settle Outstanding Obligations
We’ll help ensure everything is taken care of.
Manage and Distribute Assets
We’ll help you coordinate with beneficiaries and institutions to distribute the Trust assets according to its instructions.
Advice for the Future
Learn what you need to know to minimize taxes and maximize the benefits of your inheritance.
How It Works
Peace of mind is closer than you think
These conversations can seem overwhelming and intimidating; we’re here to empower you with answers and options.
Request a Consultation
Meet with one of our quality and caring associates to ask questions, discuss your options, and plan for the future.
Get a Tailored Plan
Our associates will develop a plan specifically tailored to the needs of you and your family.
Rest Assured
Enjoy your second half of life with the peace of mind knowing your assets and the future of your family are taken care of.
Ready to plan and protect your future?
Request A ConsultationFrequently Asked Questions
Conversations surrounding Trust Administration can seem intimidating. Let us answer your questions and provide you with peace of mind.
What is a Trust and how do Trusts work?
A Trust is a legal entity in which one party (the trustmaker) gives another party (the trustee) the right to hold and control property for the benefit of a third party (the beneficiary). Like an individual, a Trust can own, buy, and sell accounts and property, as well as distribute income. Learn more about Trusts.
Why do people create Trusts?
Many people choose to create Trusts to protect their savings and quality of life now and ensure the inheritance they leave behind makes it safely into the right hands after they pass.