Estate Administration

When a loved one passes away, managing their financial affairs and honoring their wishes can feel overwhelming.  Our team is here to guide you through every step of the process with clarity, compassion, and efficiency.  

Probate is the legal process of settling a deceased person's estate through the court system.  It involves validating the Will (if there is one), identifying and appraising assets, paying debts and taxes, and distributing the remaining assets to heirs or beneficiaries.  We assist executors and personal representatives with all aspects of probate, ensuring compliance with legal requirements while minimizing delays and complications. 

If the deceased had a trust in place, the trust administration allows for the transfer of assets without court involvement.  While generally more private and efficient than probate, trust administration still requires careful management.  This includes notifying beneficiaries, taking inventory of and valuing trust assets, settling debts, and distributing assets according to the terms of the trust.  We help trustees fulfill their fiduciary duties and navigate the legal and financial responsibilities involved. 

Whether you are managing a probate estate or administering a trust, our goal is to make the process as smooth and stress-free as possible, so you can focus on what matters most - honoring your loved one's legacy.