PROBATE, ESTATE and TRUST ADMINISTRATION

Probate or Estate Administration is the legal process of proving that a deceased person’s will (if they have one) is valid, assigning a personal representative, and processing an estate through the legal system.  Trust Administration is the process of implementing the instructions in the trust document after the grantor passes away.  

 

When suffering the loss of a loved one, seeking guidance from an experienced professional can make the process of handling their affairs less overwhelming.  Whether you have been named the personal representative, a trustee or a beneficiary, seeking advice from an attorney can alleviate a lot of questions and concerns. 

PROBATE OR ESTATE ADMINISTRATION

For decedents with a will-based plan, assistance with:

  • Opening probate

  • Educating personal representative/Executor on responsibilities

  • Inventorying, valuing and distributing assets

  • Creating and fund any subtrusts 

  • Preparing decedents final tax returns and any necessary filings

TRUST ADMINISTRATION

For decedents with a revocable living trust, assistance with:

  • Educating Trustee on responsibilities

  • Inventorying, valuing and distributing assets

  • Distributing Assets

  • Creating and fund any subtrusts 

  • Preparing decedents final tax returns and any necessary filings