When a person passes away, it can leave their loved ones overwhelmed and confused by the many different requirements, rules and procedures. Banks, financial institutions, real estate agents and others may request “letters of administration/testamentary” or other documentation. We help clients to understand what is needed and to effectively and properly navigate the rules and procedures relating to administration of estates, trusts and property after death, whether or not the owner had a Will, Trust or any estate planning at all.
Probate may be necessary to have legal access to a deceased person’s assets and permission to sell or distribute them as the law and their estate planning requires. We assist and advise our clients about the proper probate procedures, and our attorneys can handle all probate court filings.
When an owner holds assets in a Trust, those assets can be handled with only a trust administration. The position of Trustee is very important. It is crucial for the Trustee to understand the duties undertaken in this role. Though a Trust administration can be much less formal than probate, it is important to have legal advice to understand the rules a Trustee must follow and the correct actions to carry out.
We understand that the death of a loved one is a difficult time, and a prolonged or delayed administration of an estate or trust can cause added stress and worry for the families involved. Our goal is to assist the personal representative or trustee in completing a prompt and efficient administration of the estate or trust.
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