Estate and Trust Administration

We assist executors, trustees, and guardians to administer estates and trusts in an organized, timely, tax-efficient manner, while seeking to minimize fiduciary stress and family conflict and helping to preserve positive personal and family legacies.

This work includes, among other tasks:

  • Assembling a detailed list of tasks to be completed, organized by target date and person responsible for completion
  • Guiding fiduciaries through the steps they need to complete, while equipping them with information to handle tasks on their own to the extent they so choose
  • Opening a probate estate or commencing trust administration
  • Preparing estate tax returns
  • Addressing applicable income tax and other trust administration issues
  • Appearing in court
  • Working in partnership with accountants, investment counselors, and other financial advisors to ensure smooth and consistent advice and administration
  • Communicating with family members or other beneficiaries in an informative, non-emotional way
  • Providing direction to trustees in administering older or poorly-drafted trust documents, including writing opinion letters on proper trust administration
  • Representing trustees and beneficiaries in trust construction suits

 

For those of our estate and trust administration clients who have recently lost a loved one, we understand that the estate administration tasks can feel tremendously overwhelming at first. We take particular care to help our clients gain a sense of control and direction – and ultimately a sense of accomplishment and independence – by the end of the process.
Get Started
Doug Tomlinson photography

Helpful Administration Links

There are several resources available to assist fiduciaries with administering a decedent’s estate or trust.

See Links
Special thank you to nature photographer Doug Tomlinson for allowing us to use his artwork throughout this site. All imagery is copyrighted by the artist and may not be reproduced.