Our firm handles all aspects of probate and estate and trust administration. Probate is the legal process by which a person's will is allowed by the Probate Court. The provisions of the will determine how the decedent's debts are paid and assets are distributed upon death.
Estate and trust administration might include the probate process, but also includes non-probate transfers of the deceased's assets, such as life insurance, annuities, and trust assets, completion of final tax returns, and compliance with applicable estate tax requirements.
Our lawyers assist personal representatives of estates and trustees of trusts in gathering, valuing, accounting for and distributing the decedent's assets. We assist with the preparation of federal and state estate tax returns and other documents to release liens on a decedent's real estate. As counsel for the personal representative or trustee, our responsibility is to ensure that all steps are properly taken in order to carry out the decedent's intent, complete required administration activity, and transfer of assests to the appropriate family member or others in accordance with law.