Trust and Probate Administration

Trust and Probate Administration involves all the steps that are necessary to administer a trust or an estate or both.  Many trusts can be administered without court intervention, though sometimes a court is needed by law to provide appropriate orders or settle a dispute.  Probate is a Court process in estates which is administered by the court and governed by its procedures.

When a trust is not court-supervised, we advise and guide clients through the entire process from trust formation through the final distribution of assets and closure of the trust.  Court-supervised trusts require petitions and approvals for each of the steps.  Both are required to have accountings performed and provided to beneficiaries, unless waived.  We have the knowledge and expertise to assist clients in all facets of trust administration.  We also partner with accounting professionals for formal accountings and tax filings when needed.

Probate administration requires court filings and procedures.  We represent our clients in court including contested and uncontested hearings.  The probate process begins with petitions and continues until all matters for administration have been concluded through final distribution of the estate—we will be there every step of the way. We also utilize limited and alternative procedures where available and advantageous.