Probate
  • Assist personal representative in processing administration of decedent’s estate or trust, including determinations required for allocating assets and funding marital, QTIP and exemption trusts
  • Prepare and file documents required to be filed with court
  • Appear at hearings and present position of personal representative
  • Negotiate with creditors and attempt to settle disputed claims
  • Assist personal representative or trustee with record-keeping, including marshalling and inventory of assets and accountings
  • Prepare necessary tax returns, including federal estate tax return, if required
  • Advise trustee on issues pertaining to trust administration, including matters requiring court supervision
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