When the time comes to administer a loved one’s trust or estate, I am here to guide you through the process from start to finish.  Some of the important matters for which I provide advice and assistance are as follows:

Trust Administration

• Analyzing The Trust Documents
• Educating Trustees Regarding Their Fiduciary Duties Under The Law
• Marshalling And Inventorying Trust Assets
• Coordinating Certified Appraisals Of Property
• Obtaining Death Certificates
• Obtaining A Federal Tax ID Number
• Providing Legally Required Notices To Beneficiaries And Agencies
• Handling Creditor Claims
• Preparation Of Accountings
• Initiating Legal Proceedings To Recover Or Defend Trust Assets
• Advising On Trust Funding
• Management And Sale of Trust Assets
• Counseling On Distributions
• Winding Up The Trust

Probate Administration

• Initiating And Handling Probate Proceedings
• Educating Personal Representative Regarding Their Fiduciary Duties Under The Law
• Marshalling And Inventorying Assets Of The Estate
• Coordinating Certified Appraisals Of Property
• Obtaining Death Certificates
• Obtaining A Federal Tax ID Number
• Providing Legally Required Notices To Heirs And Agencies
• Handling Creditor Claims
• Preparation Of Accountings
• Initiating Legal Proceedings To Recover Or Defend Estate Assets
• Management And Sale of Estate Assets
• Counseling On Distributions
• Winding Up The Estate