Estate and Trust Administration
Closing the estate of a loved one can be a difficult process with unexpected procedural requirements. Our estate administration attorneys work closely with estate representatives to minimize the burden of concluding a loved one’s affairs. We walk estate representatives through the process of filing estate-related paperwork, preparing and submitting the appropriate tax returns, and distributing the estate’s assets to beneficiaries and heirs. We understand the sensitive emotional issues involved in this process, and we diligently work to maintain harmony among family members.
Professional Management at a Reasonable Cost
Our attorneys have many years of experience with reviewing estate documents, inventorying assets, valuing and liquidating assets, providing the necessary notices to beneficiaries and heirs, addressing claims against the estate, paying administrative costs, filing tax returns and concluding all other estate matters. We proceed with all of these items in an efficient and professional manner.
At the same time, we strive to represent you at a reasonable rate. The Commonwealth of Pennsylvania provides advice on appropriate estate administration prices, and our services fall under these guidelines except in the most unusual cases. This represents our ongoing goal of serving you in a professional and affordable manner.
Closing the estate of a loved one can be a sensitive time, and it is not unusual to encounter conflict during this process. Our attorneys represent estates, heirs and people with third-party interests in estates on a regular basis, so we understand all of the different perspectives at play in an estate dispute. We are able to professionally represent your interests in will contests, spousal elective share requests and other probate matters. At the same time, our attorneys pride themselves on successfully addressing estate-related disputes in a professional and respectful manner.
Many estate plans now involve trust provisions, including testamentary trusts, living trusts, irrevocable trusts, charitable trusts and life insurance trusts. Such instruments often require ongoing management and administration, in addition to legal oversight. Our firm is capable of effectively managing trusts by providing annual notices to beneficiaries, preparing tax and finance documents, distributing the trust assets and completing all other tasks set forth in the trust documents.