Estate & Trust Administration

The role of a personal representative (executor) or trustee is complex and often time-consuming with many filing deadlines and/or legal requirements that must be met in a timely fashion. We recognize that our fiduciary clients have just lost a friend or family member and have their own family, work, and other personal obligations. Our goal is to help them understand the process and to alleviate the stresses of serving as a personal representative or trustee.

Overview

Our role in the administrative process is to ensure the efficient implementation of the decedent’s wishes, to help reduce potential conflict, and protect the fiduciary.

For probate matters, we assist the personal representative in all phases of estate administration except the preparation and filing of necessary tax returns. Our services include obtaining bond, opening the Estate with the Register of Wills, publishing notice to creditors, collecting asset information and valuation of assets, preparation of all filings to be made with the Register of Wills, including the inventory and accountings, dealings with creditors, and distribution of estate assets to heirs and/or legatees.

For trust matters, we assist the Trustee in all phases of trust administration, except the preparation and filing of necessary tax returns. Our services include sending out required notices to beneficiaries and creditors, collecting asset information and valuation of assets, preparation of annual accountings, dealing with creditors, and distribution of trust assets to the beneficiaries.

Meet the Estate & Trust Administration Team