Trust Administration and Probate Services
The Basics
We advise and assist trustees, executors and beneficiaries in connection with the post-death administration of a decedent’s trust or estate. Our post-death trust administration and probate practice includes:
Trust Administration
- Trust Funding and Asset Allocation Agreements
- Appraisal Support
- Trust Accountings
- “Heggstad” Petitions
Probate Administration
- Formal Probate Proceedings
- Spousal Property Petitions
- Small Estate Affidavits
- Other Summary Probate Proceedings
Disclaimer Planning
Fiduciary Income Tax Planning