Probate & Estate Administration Probate is the legal court supervised process for transferring your property when you die. Trust administration is a legal process for transferring your property without court supervision.
Our probate and trust administration practice focuses on assisting clients with the logistics of collection of assets, payment of debts and taxes and distribution of the balance to the ultimate beneficiaries. Whether that happens with a probate proceeding or with trust administration, we can assist with the following:
- Identifying and notifying beneficiaries and creditors of the decedent
- Selecting the appropriate process (for example, formal versus informal administration; small estate proceeding; trust administration or trust proceeding)
- Drafting and filing appropriate documents;
- Collecting and maintaining assets
- Dealing with creditors/debts
- Working with an accountant to prepare and file required tax returns
- Accounting and distribution to beneficiary
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