After the death of a loved one, the task of settling the Decedent’s estate can be confusing and overwhelming at a very difficult time. Trust and estate administrations are similar and may both be required if not all assets are in trust. In an administration, the trust/estate assets must be identified and collected, all estate debts and taxes must be paid, and the remaining property must be distributed to beneficiaries and/or heirs in accordance with the trust, will or the intestacy laws of the state.
Successor trustees and personal representatives can count on Michelle B. Robnett, PLLC for compassionate, caring and competent advice and counsel in the following areas:
- The probate of a will, if any;
- The business of the trust/estate, including inventories, accountings, appraisals, banking matters and creditor claims; and
- Liquidating estate assets;
Plus assistance with estate and trust administration tasks such as:
- Transferring assets to beneficiaries/heirs;
- Preparing estate tax returns;
- Conducting trust administration tasks such as dividing the trust into separate marital and family trusts; and
- Interpreting the duties and liabilities of the trustee or personal representative.