Serving North Carolina
Florida, New York and Tennessee
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Probate Lawyers in North Carolina, Florida, Tennessee and New York

estate administration services

Many surviving family members find it challenging to effectively administer the estate of a deceased loved while grieving their loss. Estate and trust administration are complex areas of law and change fairly frequently. In just the past few years North Carolina probate laws have changed to provide for ‘living probate, and amendments to the North Carolina Trust Code changed duties for trustees. Separately, in Florida, legislation has passed on managing digital assets in probate. For these reasons, it is crucial to retain the services of an experienced probate attorney during this process.

The probate attorneys and staff at TrustCounsel have assisted clients with estate administration for more than 20 years. We understand and strive to be sensitive to the delicate challenge our clients face in managing their grief and legal obligations. Following an initial consultation with one of our attorneys, much of the detailed work and communication with clients is performed by our experienced legal assistants under the supervision of an attorney, which helps to minimize legal fees.

Below is a sampling of post-mortem administration services we typically provide:
  • Consultation with an attorney to review decedent’s assets and determine what form of estate or trust administration, if any, is legally required 
  • Advice regarding tax considerations and options for minimizing taxation
  • Identification of assets requiring probate
  • Preparation of all court forms and documents and filing of same with the court throughout the administration process
  • Obtain surety bond (when required)
  • Publication of creditor notice in proper newspaper and communication with creditors
  • Obtain taxpayer identification number (TIN) for the estate and/or trust
  • Notification to tax authorities of the death of and authorized agent for decedent, estate/trust
  • Assistance with preparation of life insurance claims, upon request
  • Consultation regarding proper handling of real property and out-of-state assets
  • Advice on payment of bills and creditors’ claims, as well as when and how to make distributions to beneficiaries
  • Preparation and filing of tax returns including, decedent’s final individual income tax return, fiduciary income tax returns, and estate tax return
    • NOTE: Clients often wish to use their personal tax advisor for this purpose, and we are happy to work with such advisors if preferred. Our experience has shown, however, that many tax preparers are unfamiliar with the various tax considerations specific to estate/trust administration. Our tax attorneys at TrustCounsel are experienced in both probate and tax law and, because of our involvement in the overall estate administration, are often in a better position to assist with these tasks.

If you are considering the counsel of an attorney for estate administration purposes, contact our probate attorneys to review how we can assist you in making the probate process as easy and beneficial as possible for you and the beneficiaries.