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) 992-9662 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.
-
“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 questi”Betty P.
-
“It's been a pleasure to work with Rebecca Sallen for her in opening up my trust. Rebecca is so patient with my difficulties and she worked so diligently. All work was done in such a timely fashion that I can't wait until the next time I have to work with h”Amy D. - Philadelphia, PA
-
“During a pandemic, you realize that there's no time like the present to plan your estate. Rebecca was professional, caring, and thoroughly explained the ins and outs of my options. She asked good questions and helped me consider all my choices. When the ti”Heather - Philadelphia, PA
-
“Rebecca takes a genuine approach to understand your position and particular needs and provides pragmatic advice to help resolve the matter at hand. She assisted me in dealing with very complex estate legal matters and offered several potential solutions fo”Adam - Bala Cynwyd, PA
-
“I asked an acquaintance if she could steer me to a humane lawyer for estate planning, someone interested in the person, not just the assets. Rebecca fits the bill. She is empathetic, probes to find what really matters to you, and constructs documents that ”Anonymous
-
“We were referred to Rebecca Sallen from a friend who is an attorney in order to finish our estate planning. Rebecca is simply outstanding. She takes the time you need to understand a complicated process. Estate planning is not an easy subject to understand”Ivy - Lafayette Hill, PA