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Trust Administration, Petaluma, Santa Rosa, San Rafael

Trust Administration: management you can count on...
Flynn Fiduciary Services provides Trust Administration for those individuals who wish to have a Successor Trustee assume responsibility for trust management.  We can serve as a Successor Trustee for a Living Trust, Charitable Trust, Special Needs Trust, Marital Exemption Trust, and Life Insurance Trust.


Trust Administration Duties can include:

  • Marshal all assets in trust name
  • Invest trust assets reasonably and in accordance with trust terms
  • Prepare trust inventories of assets and trust     accountings
  • Manage real estate and rental properties
  • Manage businesses and partnerships held in trust
  • Secure and value personal property
  • Prepare trust inventories of assets, trust accountings and assure that State and Federal Income Tax returns are filed appropriately
  • Provide record-keeping and accounting services
  • Coordinate a team of advisors, as needed
  • Maintain insurance coverages and collect benefits
  • Manage claims from creditors       
  • Communicate to your beneficiaries on a regular basis
  • Divide assets to exemption/marital trust

Rest at ease under the care of Cindy Flynn.
In retirement years, you have better things to
worry about!

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