Life can sometimes catch us off guard. But when tragedy strikes, our skilled probate attorneys are here to help you navigate the complexities of the probate system with diligence and compassion. Our attorneys understand the trauma and difficulty of losing a loved one. Be assured that our goal is to alleviate as much of the burden as possible on families during these difficult times.
To do this, we will guide you through the probate process and assist at every step, including:
Explaining your duties as personal representative;
Filing the Petition, Last Will & Testament, and Bond forms with the court;
Identifying estate assets and values;
Filing an inventory and appraisement of estate assets with the court;
Determining what creditors exist;
Evaluating tax issues and working with a CPA to ensure that the decedent's final income tax return is filed correctly after determining whether an estate tax return must be filed;
Resolving any claims for debts that may arise;
Identifying life insurance policies and obtaining proceeds;
Transferring assets to appropriate beneficiaries;
Making final distributions (after payment of all bills and taxes).
Trust Administration
We also assist in Trust Administration.
While many lawyers will only assist you by drafting a trust, you also want attorneys who will be around to guide your family through trust administration. Trust administration services include:
Advising Successor Trustees;
Beneficiary Education;
Asset Allocation;
Trust/Will Termination;
Trust Administration Planning;
Asset Distribution;
Post Death Taxes and Tax Minimization;
Claims resolutions.
Contact our probate attorney:
