Probate & Estate Administration

Carrying out the wishes and instructions of a family member requires:

An assessment of the estate;
A review of any estate plan documents that provide instructions; and
Filing petitions with the Probate Court, if needed.

As Executor, Trustee or Administrator of an estate, your role includes serious fiduciary obligations and duties. Understanding your liability, as you work to settle an estate is an important first step in determining how you will proceed.

We will educate you on the role and responsibilities and provide guidelines to lead you thru the estate settlement process in the most efficient manner possible.