Probate & Trust Administration
Probate for Wills:
If you are named as the Personal Representative, or Executor, in a will, you will very likely need to probate that will. Please contact us for a complimentary attorney consultation.
During the free consultation we will sit down with you and explain the probate process as well as the next steps that you will need to take. Many aspects of probate, as well as any potentially required tax returns, are time sensitive.
The probate of a will and proper administration of a trust ensures that your loved one’s estate is protected and distributed according to their wishes. Our passion is helping families preserve their loved one’s estate, honor their final wishes, and preserve and strengthen the family relationships that can sometimes become strained when a loved one passes.
Administration for Trusts:
If your your family-member or friend used a Trust instead of a Will, then you will likely get to skip the entire probate process. If you are named as a Trustee, or successor Trustee, in the trust, then you have a fiduciary duty to properly administer the trust, distribute the assets, honor the deceased’s wishes, and file any necessary tax returns.
For guidance and advice, please contact us for a complimentary attorney consultation at 503-641-6262 or email us at firstname.lastname@example.org .
During the consultation, we will explain the steps that you need to take as Trustee to ensure that: (1) the Trust is properly administered; (1) the provisions of the Uniform Trust Code are followed; (3) the beneficiaries are paid appropriately; (4) the tax returns are filed; and (5) most importantly that you do not inadvertently breach your Fiduciary Duty as a trustee.
Who we Represent:
In probate and trust administration we represent trustees, family members, successor trustees, beneficiaries, personal representatives, and executors, helping them navigate the difficult legal process of probate and trust administration. At the same, if you are the beneficiary of a trust and have not received any information from the trustee, we can help you assert your rights.
In addition to administering trusts and wills that we created, we regularly probate wills and administer trusts created by other lawyers. Please contact us for a consultation. During the initial consultation we will help you start navigating the administration process and talk you through the next steps. We have lawyers admitted to practice in Oregon, Washington, and California.