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Probate & Trust Administration 2016-12-13T10:31:16+00:00

When a loved one dies, it is a difficult and often confusing time for family and friends.  Just at a time when you are least equipped to deal with new situations, you may be required to handle someone’s estate or trust.

A probate estate consists of all assets titled solely in the name of the person who has passed away.  In order to carry out the task of dealing with that property, a Personal Representative must be appointed by the Register of Wills in the county where the person resided at the time of his or her death.  You may have been named as Personal Representative in a Last Will & Testament or if you are entitled by law to act as Personal Representative due to your relationship to a person who died without a Will. If so, there are certain procedures and steps that you will be required to follow.  While a few estates, in particular Small Estates, can be relatively simple, most estates involve some level of complexity.

Our Firm has the experience to guide you through this process.  We have assisted in the probate of more than a thousand estates.  We have helped a similar number of people with the administration of estates and trusts when probate was not necessary.   Even if your loved one has a trust or their estate consists entirely of jointly titled or beneficiary designated assets, there are still many tasks which must be completed in order to settle their affairs.

What we can help you with:

  • Identifying and gathering of assets
  • Assistance with estate clean-outs and auctions
  • Filing the appropriate petitions and paperwork with the Register of Wills
  • Meeting all of the mandatory deadlines imposed by the Register of Wills
  • Determining date of death values on all assets
  • Getting appraisals of real and personal property
  • Coordinating multiple tax returns
  • Handling creditor claims
  • Postmortem tax planning and disclaimers
  • Re-titling property
  • Estate and Trust Accountings
  • Trust management
  • Bill payment
  • Proper distribution of assets.

With our assistance, you can be assured that the work will be completed in an orderly fashion, in a cost-effective manner, with great attention to detail and maximization of the assets finally distributed to heirs or beneficiaries.  We work with you to the extent that you need us.  We can take care of every detail from start to finish, or we can assist you with the tasks that you wish to complete on your own. You tell us how much or how little you would like us to do, but we are there every step of the way to make sure that things are done right.

Don’t struggle through the process alone.  Call us and let us know how our experienced attorneys and paralegals can help.

The following attorneys handle this area of law:

Gerald K. Gimmel
Leah B. Morabito

 

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