Estate Planning & Administration

Estate administration may be carried out by:

•An Executor, where a valid will appoints an individual to manage the estate;

•An Administrator, where the deceased passes away without a will (intestate); or

•A Trustee, where assets are held and distributed pursuant to the terms of a living (inter vivos) trust.

In each of these situations, executors, administrators, and trustees often seek the guidance of an experienced estate planning attorney to ensure the administration is conducted efficiently, lawfully, and with minimal risk of dispute.

Probate and Estate Administration Services

Estate administration involves a range of legal and practical services, including probate proceedings and court filings where required.

Following a person’s death, estate assets must be properly identified, located, secured, valued, and managed. These assets are then distributed in strict accordance with the relevant estate planning documents or governing law.

At the conclusion of the administration process, all estate assets are legally transferred to their rightful beneficiaries or heirs, providing closure and certainty for all parties involved.