TRUST
ADMINISTRATION

Administering a trust is often more efficient and private than the probate process—but that doesn’t mean it’s simple. Even without court involvement, trust administration still involves complex legal and financial responsibilities. At True North Law Group, we help trustees navigate this process with confidence.

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Whether you’re handling a straightforward family trust or managing assets like real estate, mineral rights, or investments, we’ll provide the legal support you need to meet your duties, keep beneficiaries informed, and avoid personal liability.​

 

Our Trust Administration Services:​

We tailor our involvement based on your needs—whether you need full legal support or limited-scope consultation.

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Legal Guidance and Trustee Counseling

• Interpreting trust documents and identifying your responsibilities as trustee

• Advising on fiduciary duties and risk management

• Explaining timelines and action items clearly

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Trust Setup and Initial Administration

• Obtaining tax ID numbers (EINs) for the trust

• Preparing affidavits of successor trustee

• Transferring legal title to trust assets, including real estate and business interests

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Asset Review and Distribution

• Reviewing beneficiary designations and title documents

• Managing and distributing tangible personal property

• Coordinating asset transfers with CPAs and financial advisors

• Preparing and filing deeds for real estate and mineral interests

• Notifying oil and gas companies of ownership changes

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Ongoing Trust Management and Planning

• Creating and funding sub-trusts (e.g., for minors, special needs, or long-term asset protection)

• Assisting with required tax filings and annual reports

• Obtaining releases from beneficiaries to minimize trustee liability

• Advising on discretionary distributions and long-term investment strategies

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We Make It Easier to Do It Right

​At True North Law Group, we work with successor trustees and families throughout Oklahoma. Whether the trust is modest or complex, we’re here to help you:

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• Stay compliant with Oklahoma and federal law

• Maintain good communication with beneficiaries

• Preserve trust assets

• Avoid personal liability as a trustee

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We know that no two trusts—and no two families—are alike. Our services are flexible and designed to meet you where you are, whether that’s full-service administration or consultation on an as-needed basis.

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Start With a Complimentary Consultation

Contact True North Law Group today to schedule your complimentary consultation and take the first step toward peace of mind.