Trusts Administration FAQ Planning For Your Future

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.

Hear From Our Happy Clients

At Sallen Law, LLC, your satisfaction is our priority! See for yourself what our clients have to say about working with us.

“My experience working with Rebecca exceeded all my expectations.”
For me, the task of preparing a will and health directive was a necessary but uncomfortable and overwhelming task that I put off for too long. Rebecca eased my anxieties and made the planning discussions and decisions easy to understand, with all my questions and concerns thoroughly addressed. Rebecca's professionalism, caring approach and knowledge led to a great experience. I highly recommend Sallen Law, you won't be disappointed.

Betty P.
“Patient with my difficulties.”
“It's been a pleasure to work with Rebecca Sallen for her in opening up my trust.”

Amy D. - Philadelphia, PA
“Explained the ins & outs of my options.”
“During a pandemic, you realize that there's no time like the present to plan your estate.”

Heather - Philadelphia, PA
“A genuine approach to understand your needs.”
“You can trust Rebecca to give you the confidence that you need when faced with a difficult situation.”

Adam - Bala Cynwyd, PA
“I recommend her strongly.”
“She is empathetic, probes to find what really matters to you, and constructs documents that reflect your values.”

Anonymous
“Rebecca is simply outstanding.”
“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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