Estate Administration

Our attorneys also provide experienced counselling and representation of trustees, conservators, executors, administrators, agents, and other fiduciaries.  We have extensive experience in the area of estate and trust administration, including the settlement of complex estate matters.  We also represent clients in  probate administration matters, ranging from the administration of small estates to the administration of large, complex estates involving significant business interests, residential or commercial real estate, and assets located in more than one state.

 We have two very experienced  and conscientious  legal assistants on staff who provide cost effective administrative direction and assistance to  our estate administration clients.  Their valuable experience in making asset claims, addressing creditors, transferring titles, and legal document preparation enable them to assist our clients to promptly and efficiently complete their estate administration tasks

In many cases, friends or family members with little or no experience in estate administration are designated to serve as executors or successor trustees.  Our goal s are to ensure that our estate administration clients understand their legal duties in that role and to provide guidance in fulfilling those duties.  Frequently the designated administrators live in areas other than where the estate assets are located.  Our firm is equipped to easily communicate with our out of the area estate administrators by e-mail, fax and phone.  We will provide guidance, organization, and assistance in the estate administration.  We have professional relationships and experience working with many local reputable estate liquidators, Realtors,  insurers, appraisers, accountants, financial advisers and bankers, .  By connecting our clients with these resources, our clients are able to timely and cost effectively accomplish the estate administration duties with minimal disruption to their lives.

Probate

Probate is the court supervised procedure which confirms the proper transfer of a decedent's assets to his or her intended beneficiaries under his or her will.  In the absence of a will, the probate process confirms the transfer of a decedent's assets to his or her legal heirs as defined under state statutes.  The Probate process is commenced by the filing of a petition which seeks the appointment of an executor or administrator.  During the process, potential creditors of the estate are notified, proper claims are paid, assets are inventoried and appraised, and an order for final distribution is obtained.

Trust Administration

Upon the demise of a person having a revocable living trust, the terms of the trust state how the assets are to be administered.  Usually court involvement is not necessary.  The person designated in the trust document has authority to take possession and control of trust assets, to pay proper claims, and to distribute the remaining assets to the decedent's intended beneficiaries.