Trust Administration & Trustee Services

If you’ve been named a trustee — or you’re creating a trust and want to be sure it’s handled correctly when the time comes — Tarris Law is here to help. We provide experienced legal guidance for trust administration and also serve as professional trustees when a reliable, neutral party is needed.

Serving Lexington, Roanoke, and surrounding Virginia communities, we help families protect wealth, avoid disputes, and ensure every obligation is met with precision and care.

Trust administration is the legal process of managing and distributing trust assets according to the terms of the trust — often after the grantor passes away or becomes incapacitated. It involves:

✅ Notifying beneficiaries
✅ Valuing and securing trust assets
✅ Paying off debts and taxes
✅ Making legally valid distributions
✅ Keeping detailed records and accounting

Even the most well-drafted trust still needs correct handling. If you’re unsure what to do, don’t guess — we’ll guide you step-by-step.

We act as counsel to family members, friends, or others named as trustee. We help them:

• Interpret trust terms
   
• Understand their fiduciary duties
   
• Comply with legal notice and reporting rules
   
• Prepare accountings and tax-related filings
   
• Handle real estate, investments, or business transfers
   
• Defend against disputes or handle problem beneficiaries
   

Want a neutral, professional fiduciary to manage the trust directly? We accept trustee appointments for certain trusts, especially when:

• There’s no suitable family member to serve  

• You want to avoid family conflict  

• A beneficiary needs long-term oversight or protection  

• Your trust involves significant or sensitive assets

✔ Deep understanding of Virginia trust law and procedure
✔ Trusted by families, farmers, and small business owners across the Valley
✔ Professional yet compassionate, with focus on clarity, dignity, and discretion
✔ Licensed attorney trustee options — not just corporate forms or banks
✔ Transparent pricing and direct access — no layers of staff

• A parent dies with a trust and you’re the trustee
   
• You’re administering a trust that holds real estate or rental property
   
• You’re a trustee unsure how to handle distributions, taxes, or deadlines
   
• You want to name a professional to handle your trust when you pass
   
• The trust is being contested and you need legal defense

• Trustee Counsel Package – Starting at $1500 flat
   
• Ongoing Trustee Support – Monthly or hourly rates available
   
• Professional Trustee Appointment – Custom annual fee structure
  (typically 1-2% of AUM)
   

Legal Protection Plan members receive discounted trustee support
Special considerations for families with minors or disabled beneficiaries

We’re here to protect your legacy and relieve your burden. Call us to schedule a free 15-minute consult or book online.