A probate administration or estate administration can range from extremely simple to very complex depending on what, if any, planning steps were taken before an individual became incapacitated or died. If estate planning is the process of designing a playbook, estate administration is the process of putting that playbook into action. When a comprehensive estate plan is in place prior to disability or death, the administration process can be quite simple and straightforward.

If, however, few planning steps were taken before the individual’s incapacity or death, a probate administration may be required which can be more time consuming and complex. In such circumstances, our competent and experienced attorney will work to guide survivors through the probate administration process as sensitively and efficiently as possible.

Regardless of whether a comprehensive plan is in place or a probate administration is required, our estate probate attorney will work to provide comfort and clarity to survivors by making the administration process as transparent as possible with affordable fees and a clear outline of the steps necessary to complete an estate administration.

Helpful Attorney

Our estate probate attorney assists Personal Representatives, Trustees, and Agents under Powers of Attorney in carrying out their duties by:

Educating

Educating them on their duties and responsibilities under the law.

Assisting

Assisting in Probate Administration.

Transferring

Preparing documents transferring asset titles to beneficiaries.

Coordinating

Coordinating with other professional advisors on tax, investment and insurance issues.

Directing

Directing preparation of income and estate tax returns.

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