Estate and Trust Settlement

About Estate Settlement

Estate settlement is the process of managing and distributing a person’s assets after they pass away. An elder law attorney can help guide families through this complex process, ensuring that all legal and financial matters are handled smoothly.

 

How Can We Help ?

  • Probate & Non-Probate Assets
  • Trust Settlements
  • Debt & Tax Obligations
  • Legal Compliance
  • Beneficiary Distributions
  • Transfer of Property
  • Coordinate with other professionals such as financial advisors, appraisers, accountants, auctioneers, realtors, etc.

Handling an estate without legal guidance can lead to:

  • Potential Errors
  • Stressful Delays
  • Missed Deadlines
  • Family Disputes
  • Hidden Debts & Liabilities
  • Tax Consequences
  • Personal Representative/Trustee – There are certain statutory duties your personal representative or trustee must comply with or they may face liability from taxing authorities or other heirs.

Losing a loved one is difficult. The process of settling their estate does not have to be. Our estate team has many years of experience and is here to assist you and your loved ones navigate the legal aspects of death.