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Executor Services
Executor Services

Probate Attorneys & Estate Administration in North Carolina, Florida, Tennessee, and New York

Diving Deeper with Probate

Probate can be a complex and time-consuming process. TrustCounsel’s attorneys are here to take that burden off your shoulders and provide you with advice and guidance throughout the probate process.

When you first meet with one of our attorneys, we will review the decedent’s assets to determine which are subject to probate and what type of administration provides the most benefit to the heirs of the estate. Once that determination is made, we begin the process of probate by filing the will and other documents necessary to open an estate.

There are many steps required during the probate process like publishing a creditor notice, handling creditor’s claims, preparing accountings, and filing final tax returns.* All of these cumbersome steps will be handled by our experienced and qualified team with decades of practical knowledge in estate and trust administration. Time and again, TrustCounsel attorneys have been trusted during emotionally difficult times to ensure the efficient and orderly administration of estates of all sizes. There is no guarantee as to how long the probate process will take; however, at TrustCounsel, we do everything in our control to make the process as efficient as possible under state law.

To learn more about the probate process and meet with our attorneys, contact us to schedule a consultation. TrustCounsel takes your probate matter seriously. We will take the time necessary so you understand the process and feel comfortable with the steps being taken.

A sampling of probate services we typically provide includes:

  • Consultation with an attorney to review the decedent’s assets and determine what form of estate or trust administration, if any, is the best option
  • Advice regarding tax considerations and 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
  • Obtaining a surety bond (when required)
  • Publication of creditor notice in proper newspaper and communication with creditors
  • Obtaining a 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 and income tax returns for trusts and estates*

*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 and trust administration. Our tax attorneys at TrustCounsel are experienced both in 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.

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