Services

We offer comprehensive trust administration services to help ensure your loved one’s wishes are carried out smoothly, legally, and in alignment with their trust. When someone passes away or becomes incapacitated, administering a trust can involve complex steps and responsibilities—especially for those unfamiliar with the process. That’s where we come in.

At Grand Traverse Estate Planning, we guide trustees and families through every stage of trust administration with clarity and care. Our goal is to reduce stress, prevent delays, and make sure everything is handled properly under Michigan law.

Here’s how we help:

• We notify beneficiaries and required parties to make sure all legal notice obligations are met.

• We help identify, collect, and value trust assets, including real estate, bank accounts, and personal property.

• We assist with settling debts, paying final expenses, and handling any necessary taxes.

• We ensure assets are distributed according to the trust’s terms, with attention to timing, conditions, and tax considerations.

• We support trustees by helping them understand their legal duties and guiding them through decision-making to reduce risk and liability.

If you’ve been named a trustee or are navigating a trust after a loved one’s passing, you don’t have to do it alone. We’re here to provide the clear guidance, legal support, and peace of mind you need during a challenging time.