Estate and Trust Administration Services
Estate / Probate Administration
When a loved one passes away, it is a time of great sadness. We pride ourselves in providing compassionate service to our clients during this very difficult time by easing them through the steps of probate with both expertise and care. Probate administration involves the legal process of managing and distributing the assets and liabilities of a deceased individual’s estate.
We carefully analyze the assets of the estate and how each asset is titled, the Will, and the proper method to legally transfer assets to loved ones. We then counsel our clients through the estate administration process efficiently.
Trust Administration
Trust Administration involves managing the assets held within a trust according to the terms established by the Trust creator (often referred to as a “Grantor” or “Donor”). We counsel the Trustee on his/her fiduciary duties to the beneficiaries and guide the Trustee through the administration process and final distribution of assets, if applicable.