Trust and Estate Administration

Our Personal Planning attorneys offer the full spectrum of trust and estate administration services to individuals and families and are dedicated to helping trustees and executors accomplish the necessary tasks involved in the effective and efficient administration of trusts or estates. We have extensive experience handling a broad range of administrations — from simple to complex, modest to substantial. Our trust and estate administration services include: advising trustees and personal representatives; preparing necessary court documentation; assisting in transferring and retitling assets as necessary; managing the sale and disposition of real property and other valuable assets; and preparing necessary tax filings.