Probate and Trust Administration

Compassionately Advising Families in Probate and Trust Administration

We recognize that losing a loved one is very difficult, and the last thing your family needs is the added stress of undertaking a probate process and making other important financial and legal decisions while in mourning. We will compassionately and thoughtfully expedite the administration process, minimize expenses and protect more of the estate’s assets for your loved one’s family.

Estate and Trust Administration

Most people are unaware of the numerous steps necessary to properly settle an estate or trust. While all families have different administration needs, several steps must be completed before retitling a loved one’s assets in accordance with his or her Last Will.

For an estate administration, these steps include depositing the Will with the local probate court, collecting and securing all assets and life insurance, reporting these assets to the court, notifying creditors of the estate proceeding, satisfying legally enforceable debts, filing appropriate tax returns and making distributions in accordance with your loved one’s wishes. When a Revocable Trust is used during lifetime, administering that Trust is considerably less complicated. Assets owned in a Trust are not subjected to direct court supervision, although many of the duties necessary to administer an estate are equally applicable to administer a trust.

We will guide your heirs with great sensitivity and work closely with your personal representative, trustees and other fiduciaries, wherever they are located, to ensure that your wishes are honored.

We offer a complete range of estate and trust administration services, including:

  • Selection of the proper representatives
  • Preparation and filing of all necessary probate court forms
  • Representation in probate court
  • Tax planning for your estate and trust
  • Review of estate tax return and gift tax return
  • Review of estate income tax return and trust income tax return
  • Postmortem planning
  • Beneficiary agreements
  • Homestead determination
  • Asset transitioning

How May We Serve You?

If you have any questions regarding how we can be of assistance to you and your family, please contact us at any time. We are happy to answer your questions and arrange for an appointment to meet with you.