Trusts & Estates

Miller Morton provides a full range of trusts and estates services, from estate planning to administration to litigation representation should a dispute arise. Our clients include families and individuals throughout California.

Estate Planning Planning your estate and making arrangements in the event that you are not able to make sound financial and medical decisions for yourself is critically important for everyone, regardless of age, financial net worth, or family circumstances. We work strategically with our estate planning clients to develop wills, trusts, powers of attorney, and medical directives tailored to their unique personal circumstances.

Trust Administration Coping with the loss of a loved one is difficult enough on its own, without throwing the legal implications and considerations into the mix. Unfortunately, this is a very real part of moving on from any family member’s death, and typically the sooner you get started, the easier and more efficient the process. The trusts and estates attorneys at Miller Morton regularly assist individuals with all aspects of trust administration. You can count on us to guide you through this process sensitively and effectively.

Our trust administration services include, but are not limited to:

    • Filing all necessary documents with the appropriate court
    • Identifying all creditors, heirs, beneficiaries, and devisees
    • Administering payments to creditors and distributions to heirs, beneficiaries, and devisees
    • Managing the judicial process
    • Advising executors and trustees
    • Closing the estate
Will Contests and Trust Disputes If your loved one’s estate planning documents are unclear or of questionable validity, we can help you investigate, interpret and enforce his or her final wishes. We also represent all parties to disputes involving executors’ and trustees’ obligations. While estate litigation is rarely a preferred course of action, it is sometimes necessary. Miller’s Morton’s skilled attorneys will make sure your interests are protected.