Trust Administration

Trust Administration in Oklahoma

What Is Trust Administration?
When someone passes away with a trust in place, their assets don’t go through probate, but there’s still important work to be done. Trust administration is the process of managing and distributing the assets in the trust according to the instructions left behind.

How We Help
If you’ve been named as the trustee – the person responsible for carrying out the terms of the trust – it can be a big responsibility. We guide you through each step, including:

• Identifying and gathering trust assets

• Notifying beneficiaries and creditors

• Paying any outstanding debts or expenses

• Distributing assets to the beneficiaries

• Handling tax filings and proper recordkeeping

We help ensure everything is handled correctly, efficiently, and in compliance with Oklahoma law, so you can feel confident in your role and avoid unnecessary stress or conflict.

Call us at 918-615-2999 or click here to schedule your free consultation.