Probate, Estate and Trust Administration

probate imageWhen you suffer a loss in your family, it is an emotional and overwhelming process to try and navigate through what needs to be done. Even if your loved one had a Will in place.

The executor of the Will has to follow up with creditors, file paperwork with the court and round up assets, all while grieving and continuing to live and provide for loved ones.

You don’t have to go through this alone, and you don’t have to research and guess if you’re handling your loved one’s estate properly. I’m here to help.

I work hand-in-hand with the executor (or act as the executor) to ensure that all the final wishes of your loved one are carried out. I let you take care of yourself and your family because I take the legal aspects of your loved one’s passing off your hands and help to ease the burden of this process for you.

Uncontested probate and estate administration services include:

  • Preparing and filing paperwork with the court
  • Helping you through the legal process
  • Explaining the legalities of the process
  • Identifying debts and creditors of the deceased
  • Ensuring all financial considerations are taken care of
  • Contacting beneficiaries, if necessary
  • Overseeing the distribution of estate properties to heirs

Uncontested trust administration services include:

  • Reviewing the trust document
  • Gathering all trust assets
  • Explaining trustee responsibilities
  • Analyzing estate taxes (with assistance from the CPA)
  • Creating sub-trusts
  • Dissolving the trust