Our firm strives to make sure our clients are ready and in control of their affairs, no matter the circumstances. That's especially the case after a loved one dies.
Whenever a loved one passes away, their estate, whether large or small, must be managed. Estate administration involves gathering the assets of the estate, paying the decedent's debts, and distributing the remaining assets. The estate administration process can be complicated, with many legal twists and turns.
If a loved one had a will or trust at the time of their death, we can assist in carrying out their wishes and provide certainty for friends, family and the community. However, if a loved one died “intestate,” or, without having a will or trust established at the time of their death, their estate would be administered through probate.
Administering Trusts and Estates is a legal process, governed by state probate law, that ensures a person’s debts are to be paid and their assets are properly distributed. For larger estates, this process is handled through the Courts, but smaller estates may not require court intervention.
Whether you need help executing the terms of a Will or Trust, or tackling the probate process to ensure your loved one’s interests are protected, our firm is fully-equipped to manage every aspect of the estate administration process.
Unlike other a lot of other firms, we serve as a one-stop-shop for handling all phases of estate administration. Because our firm also works in matters of real estate and title work, we can manage and administer all estate matters in house, from start-to-finish – which can help to streamline the process, save you money, and give you peace of mind.
We assist with individually-owned assets, as well as business assets, bank accounts, stocks, and bonds, along with closings of real estate owned by the decedent. We also help with non-estate assets, which most often include ensuring the proper transfers of accounts or stocks with named beneficiaries or joint owners, and we assist with real estate transfers to joint owners.
Our firm regularly serves as the point of contact to help families, personal representatives, and trustees work with other professionals – including financial advisors, accountants, realtors, and appraisers – who are helpful in administering the trust or estate.
Managing a loved one’s affairs after a death can be overwhelming, and it’s likely to be the last thing on your mind. Let us help you manage the process, so you can be in control and breathe easy.
Whenever a loved one passes away, their estate, whether large or small, must be managed. Estate administration involves gathering the assets of the estate, paying the decedent's debts, and distributing the remaining assets. The estate administration process can be complicated, with many legal twists and turns.
If a loved one had a will or trust at the time of their death, we can assist in carrying out their wishes and provide certainty for friends, family and the community. However, if a loved one died “intestate,” or, without having a will or trust established at the time of their death, their estate would be administered through probate.
Administering Trusts and Estates is a legal process, governed by state probate law, that ensures a person’s debts are to be paid and their assets are properly distributed. For larger estates, this process is handled through the Courts, but smaller estates may not require court intervention.
Whether you need help executing the terms of a Will or Trust, or tackling the probate process to ensure your loved one’s interests are protected, our firm is fully-equipped to manage every aspect of the estate administration process.
Unlike other a lot of other firms, we serve as a one-stop-shop for handling all phases of estate administration. Because our firm also works in matters of real estate and title work, we can manage and administer all estate matters in house, from start-to-finish – which can help to streamline the process, save you money, and give you peace of mind.
We assist with individually-owned assets, as well as business assets, bank accounts, stocks, and bonds, along with closings of real estate owned by the decedent. We also help with non-estate assets, which most often include ensuring the proper transfers of accounts or stocks with named beneficiaries or joint owners, and we assist with real estate transfers to joint owners.
Our firm regularly serves as the point of contact to help families, personal representatives, and trustees work with other professionals – including financial advisors, accountants, realtors, and appraisers – who are helpful in administering the trust or estate.
Managing a loved one’s affairs after a death can be overwhelming, and it’s likely to be the last thing on your mind. Let us help you manage the process, so you can be in control and breathe easy.
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