Probate & Trust Administration

We have extensive experience guiding clients through probate and trust administration following a death.

Whether the estate is simple or highly complex, our team supports executors and personal representatives through every stage of the probate process, including filing required court documents, gathering and valuing assets, notifying and managing creditors, and ensuring full compliance with fiduciary duties.

We also assist trustees with post-death trust administration, including interpreting testamentary and trust documents and overseeing the distribution of assets to beneficiaries—whether the matter is straightforward or requires a negotiated resolution.

Tax matters are often a critical component of probate and trust administration. We help prepare estate tax returns, advise on tax elections, and defend returns through the audit process when needed.

For ongoing trust administrations where no death has occurred, we provide guidance to trustees and beneficiaries on interpreting trust terms, understanding beneficiary rights, meeting fiduciary obligations, and navigating related tax and accounting considerations.