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We can help you administer living trusts (either during or after the trust creator’s lifetime) and any descendant’s estates. We’ll guide you through the probate process, advise you of your duties and responsibilities, assist with transferring assets and resolving creditor claims, and appear on your behalf in court.
General estate administration is typically necessary when the deceased leaves assets under $100,000 and does not own any real estate. We can assist you with obtaining a tax ID number for the estate, direct you as to whether assets need to be distributed to named beneficiaries or deposited into an estate account to be distributed to the decedent’s beneficiaries—or heirs—after administration is complete, and prepare small estate affidavits for the transfer of certain assets (examples: stocks and bonds, financial assets under $100,000, vehicles, other personal property.)
Similar to estate administration, trust administration is necessary when the trust creator is incapacitated due to age or illness and is unable to manage their financial assets that are held in the trust. Sometimes trust administration also involves estate administration—this depends on what types of assets the person has and how they are held or titled.
This is the court process required to have an individual formally appointed as executor or administrator. This is typically necessary when someone dies and leaves assets over $100,000 in non-beneficiary accounts or real estate to which title is not held in a living trust or land trust.
