Trust Administration in Arizona

If You're the Trustee, You're Not Alone

Being named as the trustee of a loved one’s trust is an honor—but it’s also a big responsibility. You’re suddenly expected to make financial decisions, deal with paperwork, and follow legal rules… all while grieving.

At LifePlan Legal AZ, we help trustees understand their duties and confidently carry them out—step by step, with guidance and care.

What Is Trust Administration?

Trust administration is the process of managing and distributing a deceased person’s trust after they’ve passed away.

Even though trusts help you avoid probate, there’s still work to do:

• Gathering and protecting trust assets
• Paying off debts and final expenses
• Filing taxes
• Distributing assets to the beneficiaries
• Keeping accurate records and communications

The trustee is legally responsible for getting this right—and mistakes can lead to family conflict or legal liability.

You Don’t Have to Figure This Out Alone

We guide you through every step of the process—and we don’t just hand you legal documents and wish you luck.

When you work with LifePlan Legal AZ, you’ll receive:

• Personalized legal support from our team
• Step-by-step guidance tailored to your trust and family
• Our exclusive Trustee Manual, which explains the process in plain English and helps you stay organized from beginning to end

Common Trustee Questions

“Do I need a lawyer to help me?”
You’re not legally required to have one—but a lawyer can make the process faster, easier, and less risky.

“What if I don’t know what to do next?”
That’s normal. We walk trustees through each step and handle the legal side for you.

“What if beneficiaries are arguing or pushing me?”
You have legal duties to follow—not personal pressure. We help manage conflicts and protect you.

“How long does trust administration take?”
It depends on the complexity, but most cases last a few months to a year.

Why Work with LifePlan Legal AZ?

• We don’t talk down to you or bury you in legal speak.
• We explain your duties clearly and help you avoid costly mistakes.
• We’re available, responsive, and kind—because this can be emotional.
• We protect you as the trustee, and we protect the trust’s intent.
• We include our custom Trustee Manual to keep you organized and confident.

Let’s Make This Simple

Trust administration doesn’t have to be scary, confusing, or lonely.

Let’s talk through what needs to happen—and take it one step at a time.

Schedule Your Free Trust Consultation
Or call us at (602) 932-3187

LifePlan Legal AZ – Planning that prevents conflict. Support when you need it most.