Probate and Trust Administration

Probate and Trust Administration

Julia and her staff assist families in the administration of a deceased loved one’s estate and in administering trusts. These services are performed with compassion and include:

  • Opening a probate estate
  • Administering a probate estate (filing necessary pleadings, notification to creditors and beneficiaries, distributing estate assets, preparing accountings)
  • Providing advice in the event of disputes regarding estate and trust administration
  • Reviewing and providing assistance with funding and implementing trusts