Innovative Trust Administration for Trustees and Attorneys

Security

We prioritize your peace of mind by handling trust management with the utmost care and confidentiality, leveraging the latest technology for safety and efficiency.

Transparency

We streamline the process and provide you with tools to assist you in your duties as Trustee, and encourage all parties to stay informed at every step.

Efficiency

We bring solutions to the Trustee by drafting required documents, assisting with collection of assets, payment of debts and taxes and working through any hurdles in an efficient and straightforward manner.

Choose a Firm That Values Your Time About Our Firm

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Guidance You Can Trust

Bay Area Trust Administration Attorneys

Trust Administrations in California require a new approach. When not prioritized, the process is often slow and expensive. Unlike any other firm, TrustParency PC is dedicated solely to trust administrations and probates, providing Californians with a modern, cost-effective alternative.

We believe in rewarding those who plan ahead with straightforward and transparent trust administration. Beneficiaries, including families and loved ones have a right to know how the process is unfolding.

Our tech-driven solutions streamline tasks, allow families to have visibility during the administration, and enable clients to choose their level of involvement while ensuring the seamless execution of the deceased's intentions.

Trust Administration

Trust Mediation

Ancillary Probate

Practice Areas

Skilled Support at Every Stage

Our team brings a wealth of experience to every case, from initial setup to final distribution.

Our commitment to continuous learning and incorporating technical solutions ensures that we stay ahead of legal trends and can offer you the most current and effective strategies.

Collecting & Reviewing Documents

Appointing of trustees or executors

Notifying Beneficiaries & Creditors

Distributing Assets According to the Trust

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Where Efficiency meets Empathy

Practical Solutions

Emotional Intelligence & Innovative Technology

TrustParency PC stands out in the legal industry by leveraging technology to improve client experiences and simplify case management. We utilize innovative tools and digital platforms to stay ahead of the curve in adopting efficient solutions.

These advancements automate routine tasks allowing our staff to dedicate more time to providing personalized legal counsel. We prioritize safeguarding sensitive information while ensuring transparent communication with our clients. Our dedication to integrating cutting-edge technology combined with a deep understanding of family dynamics and experience in trust law, embodies our vision for a modern, effective, and empathetic legal service.

The Team

Deb L. Kinney

Founder

Attorney Deb L. Kinney brings a wealth of knowledge, compassion, and dedication to TrustParency PC. With years of experience in trust administration and a personal commitment to fairness and clarity, Deb offers practical solutions and personalized support to each of her clients.

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Patrick Brown

COO

Patrick brings nearly 20 years of experience across technology and financial services to TrustParency PC. With a background that spans early-stage start-ups and more traditional financial firms, Patrick is dedicated to bringing technology and operational efficiency to TrustParency PC.

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Madison Wallock

Paralegal

Madison is an accomplished Paralegal with 6 years of experience supporting attorneys in estate planning and trust administration. She leverages her strong analytical, research, communication, and writing skills to ensure timely drafting and filing of legal documents.
Her passion lies in helping families navigate the intricacies of trust administration and ensuring their wishes are carried out. She is proficient in handling cases across multiple states and possesses a deep understanding of client confidentiality. In addition to her Associate's degree in Paralegal Studies, she is a Nevada Notary Public, further solidifying her commitment to client service and legal accuracy.

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Marta Naber

Special Collections

Marta Naber brings over a decade of experience in trust administration and high-value asset disposition to TrustParency PC. With a proven track record in handling multi-million-dollar trusts, Marta has successfully overseen the sale and transfer of numerous high-value residential and commercial properties and has been instrumental in cataloging, appraising, and selling diverse collections of fine art, jewelry, antiques, rare books, and Native American artifacts among other collections. Her established relationships with appraisers, auction houses, and estate sale companies, combined with her professionalism and attention to detail, ensure TrustParency PC's clients receive exceptional service in trust administration and special collections management.

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Efficient Solutions Using Trust Mediation

There are many benefits to trust mediation. It not only reduces emotional and financial costs compared to litigation, but it encourages open communication and leads to solutions that are more likely to be accepted and respected by all parties.

We believe in resolving disputes through collaboration and mediation whenever possible. Our commitment to delivering practical solutions serves the best interests of all parties.

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Calming Approach,
Custom Strategies

At TrustParency PC, we understand that dealing with trust administration can be overwhelming. Our approach with Trustees is to combine efficiency and technology to streamline what happens in each trust administration with custom solutions when needed for anything out of the ordinary. Contact us today to schedule your free 20-minute consultation and discover how we can assist with your trust administration needs in and around the San Francisco Bay Area and throughout all of California .

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Testimonials

Hear from our satisfied clients about their experiences working with TrustParency PC. Their testimonials reflect our approach and custom strategies tailored to meet each client's unique needs.

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When my mother passed, we engaged Deb’s services to administer the trust. She suggested from the onset that my siblings and I be transparent about all the dealings involving the trust and it worked.  We were able to use each other’s strengths and handle a fairly complicated situation with ease and grace.

-Dorothy K

Deb represented me in a trust administration that was full of complicated family dynamics.  She helped us to mediate a solution that worked for everyone  and we were able to settle the outstanding issues.

-Jennifer K

I have worked with Deb on four trust administrations over the years. I found her to be transparent, efficient and compassionate. I highly recommend her services and support for anyone administering a trust.

-Lee G