If your loved one had a living trust, that trust must be administered after their death in a way it hadn’t been during their lifetime. To fulfill your responsibilities to the decedent and to the beneficiaries will require that matters be handled professionally and promptly. Unlike probate, trust administration is billed at an hourly rate and is negotiable. You don’t have to go through probate, or administer a trust, alone; we can provide you the professional assistance you need to do what you need to do with a minimum of stress. Call us and come to our office for a free consultation, or we’ll come to your home to discuss the process. Services: Asset identification, collection, and valuation, Appointment of executors and trustees, Preparation of any necessary probate court documents, Preparation of documents necessary to remove, replace, or appoint successor trustees of probate and non-probate trusts, Payment of all debts, expenses, and taxes from estate and trust assets, and providing regular accountings detailing same, Advice regarding the disposition of jointly-held assets, life insurance, and retirement benefits passing outside a will or trust, Providing post-mortem estate tax planning advice to minimize an estate’s tax burden, Preparation of state and federal estate, gift, and generation-skipping transfer (GST) tax returns, Preparation of state and federal income tax returns for estates and trusts, Resolving tax matters, including audits, Handling guardianship matters for adults and minors. Want more information? Call the Law Office of Daniel K. Printz now to schedule a convenient appointment! 858-740-4370.
