Trust Administration and Probate Services

Legacy Planning Law Group can help you when your family needs it the most

When a family loses a loved one, it is a very emotional and stressful time for everyone.  We understand this and have helped many families through this difficult process.  There are many legal and financial decisions that need to be made, and we can be there to counsel you and help you make the best decisions for you and your family.  We will work with you to expedite the process, and make it as easy and pain-free as possible.  If your family is facing a probate process or are seeking assistance with trust administration, we are here to help!

Legacy Planning Law Group assists clients seeking help with the following:

• Advice or representation to the trustee regarding administering the trust
• Advice or representation for beneficiaries, including disputes with other beneficiaries, executor or trustee
• Estate planning advice after a first spouse passes, including changes to estate planning documents
• Income tax advice and planning for the estate
• Preparation of estate tax returns (IRS Form 706) and other related tax issues
• Representation of clients in Probate Court, including filing of all applicable court documents
• Advice or representation regarding any challenge of a will or trust