Estate / Trust Administration

All you need is a little help…

When it comes to the administration of a trust, it has always been my philosophy to not ask people to pay me to do things they can do. I have checklists and instructions for the trustees. I do only what is required to be done by a Lawyer.

Here’s how I help:

Meet with trustees and family
Establish a plan for the estate administration
Draft needed documents

On going counseling
Legal filings and petitions