Our team works with families and their advisors to handle all phases of estate and trust administration regardless of the size or complexity. To ensure a smooth and efficient administration of an estate or a trust we offer assistance from the beginning to the end.
Our team of attorneys and paralegals will facilitate and manage any necessary probate proceedings, assist in the valuation of estate or trust assets, payment of debts and expenses, and the preparation of any federal or Massachusetts estate tax return. Our team will also handle the distribution of estate or trust assets to any beneficiary and will consult on postmortem tax planning.
Our team also works closely with Trustees to ensure that they fully understand their duties and responsibilities. Our attorneys advise Trustees on all aspects of trust administration, including understanding the terms of the trust, a Trustee’s duties to a beneficiary, as well as the fulfilment of any tax obligations.
Speak with one of our estate planning attorneys today!