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Trust & Estate Administration

After Someone Dies, We Help Administer Their Trust or Will With Care.

Acting as a trustee of a trust or personal representative (executor) of an estate is not a simple job. Those who agree to serve in those roles need to understand their roles and responsibilities. These fiduciaries have legal duties that arise from the documents and from state law, and they are required to take into account the rights and needs of beneficiaries. They may make tax and investment decisions, liquidate assets, deal with creditors, file tax returns and reports, exercise discretion, value and distribute assets, locate heirs, resolve disputes, provide accountings, enter into contracts, and much more. They may have personal liability for the breach of their fiduciary duties or the failure to pay taxes with respect to the entities they represent.

Personal representatives of estates are generally required to be appointed to their position in state district court. Appointed personal representatives typically will be responsible for carrying out the probate process, which may involve proving the validity of the decedent’s last will and testament, identifying and notifying beneficiaries, and distributing the decedent’s assets, all subject to the approval of the court.

Our attorneys are highly experienced in the world of trust and estate administration, including the probate process. We represent trustees, personal representatives, executors, and other fiduciaries, both corporate and individual. We also advise fiduciaries and beneficiaries of their rights and responsibilities. Depending upon the circumstances, we also help them avoid, defend against, or establish liability.

Meet our experienced trust and estate administration attorneys below.