Assistance for Personal Representatives, Executors, & Trustees

Probate and Trust Administration

  • Analyze whether probate is necessary, and if so, which type of probate
  • Assist with the preparation of the required probate documents and required notices
  • Assist in the inventory, valuation, and accounting of estate assets
  • Make and collect insurance claims as necessary
  • Manage creditor claims
  • Assist with the preparation of final tax returns
  • Monitor the preservation and investment of the estate’s assets
  • Arrange for the distribution or sale of the estate’s net assets
  • Coordinate the timing of distributions to maximize tax savings
  • Assist with closing the estate
  • Consult with individual trustees concerning the discharge of the trust’s terms
  • Consult with beneficiaries concerning trust administration matters and trust accounts
  • Handle actions that seek to challenge, construe, or reform the terms of a will or trust

After the death of a loved one, those serving as executors or trustees can face daunting responsibilities during this difficult period. The probate or trust administration process occurs during an emotional time for families, and the complex and detailed tasks associated with the process only add to the heavy load. To help prevent undue burden and confusion, we work closely with executors and trustees by providing clear, detailed guidance on the legal and technical steps of properly administering an estate or trust.

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Business Law

Family Protection

Family Estate Planning and Asset Protection

Probate

Probate and Trust Administration

business law

Elder Care Law

ERISA and Employee Benefits

Business Law

Family Protection

Family Estate Planning and Asset Protection

Probate

Probate and Trust Administration

business law

Elder Care Law

ERISA and Employee Benefits