Probate & Trust Administration

The loss of a loved one is painful and traumatic, and it is made even more difficult by the need to make a host of critical financial and legal matters while grieving. We have the experience and understanding necessary to make the complex processes of probate and trust administration as stress-free as possible. We will guide your loved ones through the confusing legal process with great sensitivity and work closely with executors, personal representatives, trustees and other advisors to ensure every one of your wishes is carried out.

Our probate and trust administration services include:

  • Helping you select the personal representative
  • Preparation and filing of all probate court documents
  • Representation in probate and civil court proceedings
  • Defense against challenges to your will or trust
  • Resolution of disputes among your beneficiaries or between your beneficiaries and the personal representative
  • Postmortem planning
  • Review of all federal and estate tax returns, as well as all federal and state fiduciary income tax returns