TRUST ADMINISTRATION

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Our trust administration team works closely with personal representatives and trustees to complete the administration of estates. We assist with the preparation and filing of documents with the court, inventorying and gathering together estate assets, settlement of claims, preparation of tax returns, interpretation of wills and the establishment of trusts included in wills, distribution of assets and post-death tax planning in the form of disclaimers.

If the dollar value of the assets passing through the estate of a deceased person falls within the limits set by law for a small estate proceeding, a full probate may not be necessary. In these cases, our probate attorneys assist a person to file a small estate affidavit with the courts to transfer the assets and ensure creditors are paid.

We offer comprehensive counsel to anyone named as executor, administrator or personal representative of the estate of a loved one, helping you complete the steps required to settle the estate. We will assist you with:

  • The preparation and filing of an accounting of assetsTrust-and-Probabe-Administration-Practice-Area-350x200
  • The valuation of property, if necessary
  • The payment of all final debts and taxes of the estate
  • The orderly distribution of property in accordance with the terms of the will

We will also protect your rights if any disputes arise during the probate administration process.