Frequently Asked Questions About Trust Administration in Pennsylvania
How soon after death must a trust be administered?
While there’s no specific deadline, Pennsylvania law expects prompt action. Notices must generally be sent within 30 days, and administration should begin immediately.
What if a beneficiary is challenging the trust?
Our firm provides conflict resolution techniques together with trustee representation during disputes which may need to be handled through court proceedings. The majority of conflicts get resolved quickly through effective communication combined with professional legal advice
Can a trustee be personally liable for mistakes?
Yes. A trustee faces financial responsibility when they perform incorrectly or break their duties. Professional legal assistance exists to protect you from potential risks.
Can I be my own trustee?
Yes. You can create a “revocable trust” for your assets. This allows you to serve as trustee while maintaining control over your assets during your lifetime.
Do I still need a will?
Yes. A “pour-over will” is essential to capture any assets not titled in the trust and ensure a complete estate plan
Start with Confidence
If you’ve been named trustee or are unsure how to begin trust administration, we can help. Our team ensures the process is completed efficiently, respectfully, and legally.
Call (215) 809-3900 or contact us online to schedule a consultation.
Opinions That Matter
Our Testimonials-
“It's been a pleasure to work with Rebecca Sallen for her in opening up my trust.”
- Amy D. - Philadelphia, PA -
“During a pandemic, you realize that there's no time like the present to plan your estate.”
- Heather - Philadelphia, PA -
“You can trust Rebecca to give you the confidence that you need when faced with a difficult situation.”
- Adam - Bala Cynwyd, PA -
“She is empathetic, probes to find what really matters to you, and constructs documents that reflect your values.”
- Anonymous -
“We feel very secure knowing that we have a comprehensive "living document" document that covers our current and future needs.”
- Ivy - Lafayette Hill, PA
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