TRUST ADMINISTRATION
AND PROBATE
Have you just lost a loved one?
On top of the grieving and loss, you will have the legal and financial details to deal with; sometimes a lot of details. Where do you turn for help? We regularly work with families to address the challenges faced after losing a loved one. Here are examples of ways we help:
For the deceased’s family we:
- Review and help interpret a Revocable Living Trust or Last Will & Testament left behind by the deceased.
- Protect the personal representative (executor) or successor trustee from potential unforeseen liability in administering the estate.
- Help carry out the wishes stated in the trust, including transfers of assets, cashing in life insurance, and working with financial advisors and accountants.
- Handling any court mandated probate that may be necessary to transfer the assets.
- Give objective advice about important financial decisions to be made.
- Assist family members in coming to a resolution regarding a family business or farm.
For heirs of the deceased we:
- Advise them if they are confused or have concerns about how the estate is being handled by another family member.
- Help administer inheritance trusts required in the Will or Trust left by the deceased.
- Evaluate the impact of a coming inheritance on an heir’s income tax liability or college financial aid funding, and determine strategies to address them.
If your family is dealing with the loss of a loved one and facing the stress of legal and financial hurdles as a result, call us today at (248) 684-9742. Tell us about your situation and we will gladly guide you in setting up a no cost consultation so that we may assist you and your family and provide that all important peace of mind that comes from dealing with a professional.