Estate Administration can be a confusing process. It’s our role to ensure you understand the process, the timeline, and your responsibilities and rights. Often, simple administrations end up costly and time consuming because unknown deadlines and steps are missed.
We will walk you through the plan, review the work required, and discuss what can be done by the administrator and what should be done by an attorney.
Setting a clear road map and establishing expectations for you and for us is essential to working as a team while handling the death administration process.
What we offer:
- Trust Administration
- Asset Transfers
- Out of State Probates/ Administration
- Estate Tax Returns
- Family Meetings
- Small Estate Administration
- Family Modification Agreements
- Non-Judicial Modification Agreements
Frequently Asked Questions:
How long does a probate take?
Depends. Probates typically take about 2 years depending on the size of the estate, the number of beneficiaries, tax matters, contested issues, and disputes. Having a plan ahead of time greatly reduces the time and cost associated with a probate.
My dad had a Will so we can avoid probate, right?
Wrong. If you have assets controlled by a will, then you have to go through probate to distribute those assets. A trust can eliminate the need for probate. A will does not.
I am trustee of my mom’s trust and she passed away. What do I do now?
Do not move any assets, pay any bills, or act in any manner without visiting with a qualified estate planning attorney as you could be personally liable for even innocent missteps.