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Probate & Trust Administration

Regardless of whether your loved one passed away with a trust, a will, or without specifying their wishes, Lankford Crawford Moreno & Ostertag LLP can help you during your time of need. Our office serves probate and trust administration planning clients throughout the Bay Area, including in Moraga, Lafayette, Orinda, Walnut Creek, Berkeley, Montclair, Danville, Alamo, Piedmont and all of Contra Costa County.

Probate & Trust Administration Expertise

  • Advising trustees and personal representatives with legal and tax issues
  • Compiling an inventory and valuation of assets
  • Dealing with creditor claims
  • Distributing and selling assets
  • Notifying trust beneficiaries and heirs
  • Preparing necessary court documents
  • Reviewing how assets are titled

Probate & Trust Administration Questionnaire