Harrison & Johnston partners with individuals who bear the heavy responsibilities that often come with being named an executor or trustee. We deliver the guidance and provide the resources needed to help our clients fulfill their duties confidently and in accordance with their loved one’s wishes and the law.
After a loved one passes away, it can be difficult to move forward in the midst of so much grief and loss. But as family members process their sadness and begin to heal, they may face unfamiliar challenges beyond painful emotions. An individual may find themselves charged with the complicated responsibilities involved in administering a loved one’s estate or trust.
Fulfilling these obligations and facilitating the wishes set forth in the decedent’s estate plan, while also ensuring that they meet all of their ethical and legal duties can be stressful, confusing, and time-consuming. And that is if everything goes smoothly. If family disputes, financial complications, or legal hurdles arise, estate and trust administration can become an overwhelming burden.
Comprehensive Assistance and Sound Guidance for Executors and Trustees
For individuals who assume such an important and complex role, the help and guidance of an experienced estate and trust administration attorney can be indispensable. At Harrison & Johnston, we assist help executors, trustees, and their families with every aspect of estate and trust administration, taking the weight off the shoulders of those who may not have the time or background to handle these matters themselves.
With straightforward counsel, responsiveness, and efficiency, we provide clarity and closure for estates and trusts of all sizes and complexity. As part of our comprehensive estate and trust administration representation, we help our clients:
- Gather and take control of estate or trust assets.
- Identify and notify beneficiaries.
- Review and pay legitimate debts and claims against the estate.
- Contest or settle disputed claims, including in litigation.
- Manage trust and estate assets.
- Calculate and pay all state and federal taxes.
- Work with other professionals to prepare and file trust tax returns.
- Prepare and provide necessary accountings.
- Supply beneficiaries with relevant information about the estate’s or trust’s assets and liabilities and updates regarding administration.
- Keep clear and accurate records of the estate’s or trust’s administration.
- Distribute assets to beneficiaries pursuant to the decedent’s directions.