TRUST ADMINISTRATION
You Got the Call. We've Got You.
Trust administration support for the person who was trusted to handle everything.
Nobody Prepares You for This Moment
You were named successor trustee. Maybe you knew it was coming. Maybe it came as a complete surprise. Either way — now it's real, and suddenly there's a mountain of responsibility sitting on your shoulders while you're still processing the loss.
You're not an attorney. You're a son, a daughter, a spouse, a sibling. And you're trying to do right by someone who trusted you with one of the most important things they ever built.
That's exactly who we're here for.
What "Handling the Trust" Actually Means
There's a reason people hire attorneys for this. Trust administration isn't just signing a few papers and dividing things up. Michigan law imposes real legal duties on trustees — and the beneficiaries can hold you personally accountable if those duties aren't met.
Here's what that looks like in practice:
Beneficiaries have to be formally notified — on a specific timeline. Assets have to be inventoried and valued. Debts and expenses have to be settled before anything is distributed. Every decision has to be documented. And distributions have to be made exactly as the trust directs — not how you think the grantor would have wanted it, but how the document actually reads.
We guide you through every single one of those steps so nothing gets missed and you're protected throughout the process.
A Trust Doesn't Run Itself
One of the biggest misconceptions about trusts is that they make everything automatic. They don't. A trust is a set of legal instructions — and someone has to carry them out correctly.
If assets weren't properly transferred into the trust during the grantor's lifetime some of them may still have to go through probate. If debts aren't handled in the right order you could be personally liable. If distributions are made too early or incorrectly beneficiaries can come after you.
None of this is meant to scare you. It's meant to help you understand why having someone in your corner matters — not just for the estate, but for you.
You were chosen for this because someone believed in you. Let us make sure you have everything you need to honor that trust.
You Don't Have to Carry This Alone
Let's sit down and talk through exactly where you are and what needs to happen next.