Our Services

TRUST ADMINISTRATION - Full disbursement of trust assets according to the terms of the trust.

Identifying and Gathering Assets: Locating, securing, and valuing all trust-owned assets.
Notifying Beneficiaries and Interested Parties: Informing all beneficiaries and relevant parties about the existence of the trust and their rights.
Paying Debts and Expenses: Settling any outstanding debts, taxes, and expenses related to the trust or the deceased person (if the trust was created upon someone’s death).
Managing Investments: Prudently managing and investing trust assets to preserve or grow their value per the trust’s terms.
Record Keeping and Reporting: Keeping accurate records of all transactions and providing regular reports to beneficiaries as required.
Distributing Assets: The trust distributes trust assets to beneficiaries according to its instructions, which may be immediate or over time.
Tax Filings: Filing any required state and federal tax returns for the trust.

Administering Trusts: Ensuring the trust operates smoothly and per its legal requirements.
Asset Management: Overseeing investments, property, and other assets within the trust may involve collaborating with investment advisors, assessing asset values, and making decisions about buying or selling them as needed.
Beneficiary Communication: Serving as the primary contact for beneficiaries, clarifying the trust’s terms, distributions, and any changes or updates.
Tax and Legal Compliance: Ensuring that all required tax filings and legal documents are completed accurately and on time, often in collaboration with accountants and attorneys.
Record-Keeping: Ensuring the meticulous documentation of all transactions and decisions of the trust.

Identifying and Collecting Assets: Identify and safeguard the deceased’s assets, which may include bank accounts, real estate, investments, and personal property.
Valuation of the Estate: Determine the value of all assets and property as of the date of death.
Notifying Creditors and Beneficiaries: Inform all known creditors, heirs, and beneficiaries of the death.
Paying Debts and Expenses: Settle all outstanding debts, taxes, and estate expenses, including funeral and court fees, the administration process.
Filing Tax Returns: Prepare and file final income tax returns and any required estate tax returns.
Managing Estate Assets: Manage and protect estate assets during administration, including selling property or managing investments.
Distributing Assets: Distribute the remaining assets to the rightful heirs or beneficiaries per the will, or, if there is no will, according to state law.
Reporting to the Court: Provide regular reports and final accounting to the probate court, showing how assets were managed and distributed.

Temporary Authority: The appointment is temporary, intended to preserve and protect assets or interests until a permanent appointment is made or the matter is resolved.
Court Oversight: The interim appointee acts under the direct supervision and authority of the court, following all court orders and reporting requirements.
Neutrality: The interim appointee must act as a neutral third party, avoiding favoritism and conflicts of interest among parties.
Asset Protection: Immediate steps must be taken to identify, secure, and safeguard all assets or interests under the court’s jurisdiction.
Reporting and Accountability: Regular, detailed reports must be provided to the court regarding actions taken, asset status, and any issues encountered.
Communication: Notify all interested parties (heirs, beneficiaries, attorneys, etc.) of the interim appointment and provide updates as required.
Urgency and Efficiency: Act promptly and efficiently to stabilize the situation, address urgent needs, and minimize disruption.
Preservation of Rights: Ensure that the rights and interests of all parties are preserved during the interim period.
Transition Planning: Prepare for a seamless transition to the permanent appointee, including thorough documentation and effective cooperation with successors.

General POA: Broad authority over financial and legal matters.
Limited (or Special) POA: Authority is limited to specific tasks or for a set period.
Durable POA: Remains in effect if the principal becomes incapacitated.
Springing POA: Becomes effective only when a particular event occurs (usually the principal’s incapacity).
Financial Management: As agents, we handle banking, pay bills, manage investments, buy or sell property, and address other financial matters on behalf of the principal.
Legal Decisions: We, as agents, are authorized to sign legal documents, manage lawsuits, and represent the principal. We will not act in an advisory capacity.
Business Affairs: As agents, we can manage business interests, sign contracts, and make decisions.
Real Estate Transactions: We, as agents, can buy, sell, or manage real estate on behalf of the principal.