Probate & Estate Administration
The Probate & Estate Administration team is second to none in the efficient administration of estates. Delay in estate administration creates additional costs and it also creates opportunities for disputes. The Probate & Estate Administration team works with our clients to create action plans and timetables that are attainable so that the expectations of clients and beneficiaries are set appropriately. Our team also looks for opportunities during estate and trust administrations to minimize fees, expenses, and taxes. The Probate & Estate Administration team is well trained, with many having accounting degrees and experience. The efficient administration of an estate is the best way to deliver a good result to our clients at a reasonable cost without unnecessary delay. Most importantly, we strive to coach our clients during the administration period as a way to help train beneficiaries to manage their newly inherited wealth.