Probate & Estate Administration

Pass it on well with Caring Counsel & Personal Solutions

If you need assistance with the administration of an estate, we can help.  We assist clients by providing probate services, small estate distributions, special court petitions, advice and assistance with asset distribution and testamentary trust funding, and gift and death tax return preparation.

We provide support for:

• Beneficiaries of estates and trusts
• Executors and administrators
• Estate management issues

Proper estate administration allows you to maintain the affairs and settlement of your estate as privately and efficiently as possible.

What are the benefits of estate administration?

A properly administered estate will allow you to:

• Manage the administrative process with minimal effort
• Understand the process and be in control
• Settle and distribute the estate efficiently and quickly
• Take advantage of all estate tax minimization techniques and elections
• Minimize the cost of administration