Estate Administration

Implementing the terms of revocable living trusts, irrevocable trusts, and other alternative estate-planning tools is referred to more broadly as “estate administration.” While everyone’s situation is unique, there are certain uniform steps that everyone can expect to encounter during probate. These include:

  • Initial fact gathering, including interpretation of the decedent’s will
  • Filing the application to initiate probate
  • Court hearing on application for executorship
  • Inventory and appraisal of estate assets
  • Payment of valid creditors’ claims
  • Transfer of remaining estate assets to beneficiaries and heirs
  • Making all necessary tax filings

Issues Requiring Additional Assistance

We can assist you with all of the various issues involved in administering wills and trusts. For example, we can assist a trustee in administering a trust, both during the life of the grantor and upon the grantor’s death, and we can assist a personal representative or executor in the administration of an estate.

Due to our expertise in accounting and tax, we can also assist a trustee or personal representative comply with the various requirements imposed by law (for example, periodic accountings), and we can assist with trust and estate income tax returns and estate tax returns.

Where necessary, we can assist in securing the appointment of a personal representative, and assist the personal representative or a beneficiary in all of the various steps of the probate process. This includes estate and trust disputes and will and trust contests. We have experience in mediation of trust and estate disputes, and in litigation of such disputes where necessary.

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