Fiduciary Services

If you are a estate fiduciary or family in need of administrative assistance, we can help.

We also represent executors, trustees, beneficiaries and heirs in connection with the administration of estates and trusts. No matter the size or complexity of the estate, we can handle all legal matters related to its administration.

Estate Administration

  • Probate of will and appointment of executor or administrator (independent or dependent administration)
  • Ancillary probate of foreign wills
  • Heirship proceedings
  • Creditor claims
  • Inventories and accountings
  • Federal Estate and generation-skipping transfer tax returns
  • Estate distribution and settlement
  • Mediation
  • Family settlement agreements
  • Representation of executors and administrators before the IRS

Trust Administration

  • Representing trustees and beneficiaries in connection with funding, administering, modifying and terminating trusts
  • Representing trustees and beneficiaries in litigation of contested trust matters.

Please contact us for more information. We’re here to help.