The loss of a loved one is difficult enough without the added stress of having to make important financial decisions while grieving. Although our goal is to help clients implement estate plans in advance to avoid the probate process, if your loved one didn’t have a plan, you may find that you need to administer his or her estate. We are here to help you with every aspect of probating your loved one’s estate, including:

  • Gathering all property from the estate and assessing its value
  • Collecting all investment income such as dividends, stocks, etc.
  • Determining payment methods for all claims, debts and taxes against the estate
  • Preparing estate tax returns
  • Distributing property to beneficiaries and heirs

We understand what you are going through during this difficult time, and will guide you through the process compassionately and efficiently.

Trust Administration

Massachusetts Trust Administration Attorney

Trusts must be properly administered to make sure the trustmaker’s wishes are carried out. The steps involved in administering a trust include filings with the court, state taxing authorities, and the Internal Revenue Service, as well as notifying certain individuals in accordance with the law. In addition, opening bank accounts, settling creditor claims, paying the decedent’s final expenses, arranging for the sale of assets, and more must be accomplished—all while making sure that proper accounting is maintained throughout the process and provided to trust beneficiaries.

Failing to properly administer a trust can have serious legal and financial consequences for the trustee. If you have been asked to serve as trustee, the decision to do so should not be taken lightly. If you decide to serve as trustee, we can explain the risks to you and guide you through every step of the process. We can also work closely with your existing personal representatives and advisors to ensure the directives of the trust are carried out. If you decide you do not want to take on the responsibilities of trustee, we can help you select the appropriate representative.

If you are faced with the prospect of probating an estate or administering a trust, contact us today to discuss your situation. You are not alone during this difficult time. We are here to help you through every phase of the process, so that you and your family can focus on what is most important—taking care of your loved ones.