Estate and Trust Administration

ESTATE ADMINISTRATION - Estate Administration is the process of transferring titled property from the name of the person who died to the name(s) of the living. Titled property includes real property deeds, motor vehicles, bank accounts, investment portfolios and the like.

Our firm is very familiar with, and handles all types of probate administration. Our goal is to smoothly and efficiently complete the process so the beneficiaries can receive their inheritance as quickly as possible.

If you are not sure if a probate administration is needed, feel free to contact us. We will be happy to answer your questions.

TRUST ADMINISTRATION - Trust administration is usually accomplished without the necessity of court involvement. We assist our clients with tasks such as the filing of fiduciary tax returns; the allocation of assets into subtrusts after a death; and, guidance in locating other professionals when necessary, such as CPAs and Financial Advisors. We administer trusts prepared by this firm or by others. We provide these services for all types of trusts.

If a trust disputes arises, which cannot be resolved outside of court, we will do the litigation or assist in locating another qualified trust litigator for the parties needing the assistance.