Estate Administration and Estate Planning
Estate Administration
The Firm works with executors, administrators and trustees in order to accomplish all tasks associated with the orderly administration of trusts and estates. The Firm assists clients with all phases of estate and trust administration, including:
- preparation of probate and administration petitions and related documents
- marshalling and preservation of estate assets
- judicial accountings
- preparation and filing of disclaimers
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- spousal rights of election
- funding of trusts
- distributing estate and trust assets to beneficiaries
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Estate Planning
The Firm’s Estate Planning Practice includes the preparation of:
- wills
- durable powers of attorney
- living wills
- health care proxies
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