Following the passing of a loved one, family members and friends, while grief-stricken, are left with the difficult and emotional task of seeing to the administration of the deceased’s estate. We are compassionate and show great concern for the delicate and sensitive nature of these matters. While the probate process can be time-consuming, difficult, and expensive, our experienced team of legal professionals works closely with family members to assist a smooth and pleasant transfer of the deceased’s assets and estate.
We handle the various aspects of probate and estate administration from start to finish, including opening the estate, presenting and validating the will, preparing an inventory of assets, handling creditor claims, filing reports and tax returns, and discharging any other responsibilities a personal representative might handle. We work closely with trustees and personal representatives to prepare disclosures and accountings that both protect them and minimize conflicts and misunderstandings with heirs and beneficiaries.
We provide a full range of probate and estate and trust administration services, including:
- advising personal representative and trustees
- preparation of deeds to transfer decedent’s home/real estate
- assistance in transferring title to decedent’s other property
- dealing with creditor claims
- determination of heirs
- distribution of assets
- estate administration
- estate inventory and accounting
- family settlement agreements
- non-probate transfers
- preparing accountings for assets and income
- probate v. non-probate transfers
- successor trustees
- trust accounting
- trust administration
We adopt a thorough and proactive approach, anticipating and resolving problems involving estate tax, income tax, asset valuation, bank accounts, retirement plans, life insurance policies, living trusts, survivorship rights, and other assets transferred outside of trust or probate. Our objective is to complete the probate of the estate timely and cost effectively, so that beneficiaries and heirs can receive their inheritance as soon as possible, free of tax claims.