Being named a personal representative or executor under a will or trustee under a trust agreement can be an overwhelming role, especially if you are grieving the loss of a family member or close friend. Our attorneys are experienced at navigating estate and trust administration. This means our attorneys can effectively assist you with your fiduciary responsibilities as executor and trustee.
Some fiduciary responsibilities might include filing the will at the appropriate court house, gathering the decedent’s tangible property, compiling a list and valuing the decedent’s assets, paying expenses and bills, the timely filing of tax returns (income, fiduciary, or estate), dealing with creditors, and/or selling real estate.
Our attorneys can guide executors and trustees through the administration process. Our attorneys will determine whether any assets are subject to probate . With the firm’s deep expertise drafting estate and business plans, we can readily read trust documents, follow their instructions and apply their limitations so that assets are distributed lawfully, timely and according to the trust maker’s wishes. By retaining our firm to assist you with your responsibilities as executor and trustee, you will be well situated to comply with your fiduciary duties.