Probate & Trust Administration
Probate and trust administration require careful attention to notices, inventories, fiduciary duties, accountings, distributions, and beneficiary communications.
Services include:
- Probate administration
- Trust administration
- Executor and trustee counseling
- Beneficiary communications
- Distributions and court petitions when needed
How the firm approaches the work.
The first step is to identify the governing documents, the assets at issue, the fiduciary roles, the deadlines, and the practical pressure points. From there, the firm develops a plan that fits the facts rather than forcing the facts into a template.