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Practice Areas

Probate and Trust administration

Probate

Probate is the administrative or court process for transferring ownership of assets after death and settling the affairs of someone who dies.  It takes between 6 to 18 months to complete. Courts will grant extensions of the time for probate when necessary.  It is time consuming, has many court-imposed strict deadlines, and is often a complicated process.

For Personal Representatives:

For Beneficiaries:

The initial information needed to represent our clients is requested in the Probate Questionnaire  We ask that our clients come to our first meeting with this completed as much as possible.  We also request that our clients bring in the decedent’s original estate planning documents (will, trust, marital property agreement, etc.), if they have them, or a copy if they are in the possession of someone else.  If the person who died has no estate planning documents, our clients need to verify that a diligent search for these documents has been made.

                                                          
TRUST ADMINISTRATION:

Trust administration is the way in which a trustee of a trust holds, protects, invests and distributes trust income and assets.  Trustees must follow the trust and the pertinent state and federal laws.  They cannot do anything that is not authorized by the trust.  Trustees are held to a high standard of conduct because they are handling other people’s money.  Consequently, trustees face the risk of personal liability.

For Trustees:

For Beneficiaries:

The initial information needed to represent our clients is requested in the Trust Administration Questionnaire.  We request that our clients come to our first meeting with this completed as much as possible.  Also, we request that our clients bring in the original estate planning documents (will, trust, marital property agreement, etc.), if they have them, or a copy if they are in the possession of someone else.