Probate is a form of fiduciary administration, usually pertaining to Wills. This includes filing papers with the appropriate court so the person nominated by the deceased is appointed as personal representative or executor. In addition, it encompasses estate management during pendency of the probate proceedings, and then closing the estate once the decedent’s wishes have been met.
Trust administration is a form of fiduciary administration that is almost always done without court oversight.
We have almost 40 years of experience in estate management, providing direct guidance in managing trusts, decedents’ estates, and other fiduciary responsibilities. Since fees are based on actual time spent and not on the percentage of assets, we’ll arrange these fees to accommodate almost any budget.
Acting as a personal representative, executor, trustee, attorney-in-fact, or other fiduciary can be overwhelming-particularly to the non-professional. Your duties and responsibilities include:
True, a trusted friend or relative might be qualified to act as an investment advisor; however, that person may not be the best choice to make the multitude of discretionary decisions encountered.
We assist with these troubling issues by:
We can act as the attorney for the estate and prepare the necessary documents to open a probate estate, deal with creditors, and settle the assets of the estate in whatever manner as may be called for in the Will, trust, or other documents. We can also help close the estate.
We can assist in settling any issues, either between beneficiaries or between the fiduciary and the beneficiaries.
WE can prepare and file by paper or electronically the necessary Income, Estate, Gift, or Generation-skipping Tax returns.
