Estate and Trust Administration

As legal professionals, we provide comprehensive guidance and support to personal representatives, administrators, and trustees, navigating them through the intricate and often complex process of estate and trust administration.

We handle estates and trusts of all sizes and complexities, providing meticulous attention and diligent care working closely with personal representatives, administrators, and trustees throughout the entire probate and estate settlement process and/or trust administration process, as applicable.

For clients who prefer direct professional involvement in the administration of their estate plans, we offer the option to serve as personal representative or trustee. This allows us to provide hands-on management and oversight, ensuring that the estate plan is carried out according to the client’s wishes and in compliance with all legal requirements.

Our estate and trust administration services include:

  • Probate of the will/appointment of the personal representative (executor) or administrator

  • Preparation of inventory and fiduciary accounts

  • Identification of estate/trust assets and liabilities

  • Coordination of asset appraisals

  • Supervision of estate/trust receipts and distributions, including the sale/liquidation of assets, payment of debts, expenses and fees, and beneficiary distributions

  • Postmortem tax planning, including disclaimers

  • Trust funding and termination

  • Representation of fiduciaries or estate/trust beneficiaries