Probate

The death of a loved one can be a difficult enough time without needing to struggle with the complex legal requirements of handling the decedent’s estate.

There are numerous questions that arise about who can act on the decedent’s behalf, what actions you need to take, and when you can take those actions.We simplify this process by providing step-by-step instructions on how to answer each and every one of these questions.

A primary question when someone passes away is did that person possess a valid Last Will & Testament.If there was not a valid Last Will & Testament then the decedent’s assets will pass according to the intestate succession laws.However, the existence of a Last Will & Testament does not alone determine how you must proceed.Information on the decedent’s assets and liabilities also factor into how the estate must be handled.

Probate is different for small estates that do not meet a certain threshold.These estates can be managed through a simplified process.Small estates can even be created by wealthy individuals through strategic Estate Planning, as certain assets can be exempt from inclusion in the probate estate.

We go beyond completing the required paperwork and instead offer in-depth guidance through probate proceedings, explaining your fiduciary duties, and assisting with the day-to-day requirements involved in the administration of the estate.

Many people are eager to serve as a personal representative of an estate without knowing how demanding and often thankless this position can be.We can ensure that you comply with the requisite deadlines and enact the wishes specified by the decedent.

We collaborate with your outside advisors on issues such as the generation-skipping transfer tax, the fiduciary income tax, and state and federal estate taxes.

With experience in handling unique assets such as collectibles and artwork, our services provide clarity on how to preserve value while effecting an equitable distribution.

We welcome the opportunity to meet with you to discuss how we can be of assistance, so please Contact Us.