Law Offices Of Connie Yi, PC
Tell Us About Your Case

For the safety of our community, clients and staff, we have suspended all in-person meeting effective March 17, 2020. All consultation meetings will be via Phone or Zoom Video Conferencing. Please contact us at 925-484-0888 or email us directly at [email protected] to schedule the consultation.

Bay Area Estate And Tax Planning Law Firm
Estate Planning
Trust Administration and probate


  1. You are here: Home
  2.  » Trust Administration & Probate

Pleasanton Trust Administration and Probate Law Firm

I am attorney Connie Yi. As an experienced probate and trust litigation attorney, I know the challenges facing personal representatives, executors and trustees. I help those put in charge of estates and trusts navigate the administration system in a seamless and efficient manner.

With offices in Pleasanton, San Francisco and Cupertino, the Law Offices of Connie Yi, PC, guides individuals throughout the Bay Area through non-contested probate cases, and the probate administration and trust administration processes.

Trust Administration And Probate Attorney In San Francisco

Probate administration and trust administration are very similar. In both instances it is necessary for the trustee or personal representatives — or executor — to document and secure the assets in the estate or trust, including real and personal property, bank accounts, investments and insurance policies. Trustees and personal representatives must also contact heirs or beneficiaries, and pay creditors and taxes.

Personal representatives must submit the decedent’s estate to probate while trustees are required to manage trust assets for beneficiaries and distribute trust assets according to the terms of the trust.

Because the probate and trust administration processes are complex, it can be difficult to navigate alone. As an experienced probate and trust administration lawyer, I am intimately familiar with the requirements facing trustees and personal representatives and can help you move through the process in the most efficient manner possible. I also assist with the administration of non-trust assets and prepare gift and estate tax returns.

Representing Trustees And Beneficiaries Throughout The Bay Area

At the Law Offices of Connie Yi, PC, I help trustees and beneficiaries fulfill their duties and protect their rights under state and federal law.

Many individuals find themselves in the position of trustee after the death of a loved one. As a trustee you have many responsibilities and you can be held personally responsible for failure to complete your duties. Because the law holds you to a high standard of care, it is beneficial to consult with an attorney to ensure you meet your duties and fulfill your responsibilities in accordance with legal requirements.

As a beneficiary, you have rights. If a trustee is refusing you access to funds or information you have a legal right to, I can help.

Contact The Law Offices Of Connie Yi, PC

If you have been named as a personal representative, trustee or beneficiary of an estate, you have many legal rights and responsibilities. For help during the probate and trust administration process, contact me, attorney Connie Yi, at 888-312-6978 to schedule a consultation. I speak fluent Mandarin and Cantonese.

Recent Blog Post

Probate and estate administration in California

When someone passes away, concerns arise about handling their estate. Hopefully, the individual informed a personal representative that a last will and testament exists. Writing and signing a legal will is part of the estate and probate equation as the document must...

Considerations for a special needs trust

The key aspects to consider before forming your special needs trust are fiduciary duties and who will perform them. In California, you have a right to set aside funding for the future care of any beneficiary you name. Beneficiaries with disabilities face a threat to...

Using an IDGT: What and why

Trustors use an IDGT to isolate specific trust assets. This is in order to segregate estate tax from income tax. The Intentionally Defective Grantor Trust is a trust used with deliberate and purposeful intent to protect assets. Maximizing next-generation assets IDGTs...

View More Blog Posts