Trust and Estate Administration

Whether an Estate Plan has been created or not, the estate of a deceased individual needs to be managed and closed out. This typically includes an inventory of all assets, notifying all beneficiaries and creditors, paying any debts and making distributions to beneficiaries. A court process may or may not be required, depending on the deceased’s assets and level of Estate Planning in place. Regardless of whether the court is involved or not, every person in charge of administering an estate or a trust is legally obligated to abide by the laws of the state governing estate and trust administration and rules of conduct, known as “fiduciary duties.”

Our services include:

Representing your interest in an estate administration.

Assisting Executors and Administrators with the court probate process.

Assisting Trustees with fulfilling their fiduciary duties when administering Trusts.

Counseling family members to determine their rights under a Will or a Trust.

We strive to transform the complex process into a simple, low stress and easy to understand one. We do our best to complete the process as quickly and efficiently as possible, so that you can find closure and move forward with your life.

If a loved one passed away with a simple will naming you as a beneficiary, or if your loved one had no will, certain requirements are necessary to address their assets and creditors. If you have questions regarding the steps you need to take, please schedule a free consultation. I will listen to your situation and determine what needs to be done moving forward.

Click here to schedule a consultation.