Estate Administration Planning
Losing a loved one is never easy, and navigating the estate administration process can feel overwhelming. If you’re here, chances are you’ve recently experienced a loss, and we extend our deepest condolences to you during this difficult time.
Every estate is unique, and before you begin the process of settling an estate, it’s important to understand what’s involved. At Anderson Elder Law, we take the time to assess the key attributes of the estate and determine whether legal guidance is necessary to move things forward.
How We Can Help
We offer an initial consultation for executors and administrators of estates, designed as a working appointment to help you understand the estate’s assets and liabilities before taking on the responsibility of administration. During this consultation, we will assist in locating key documents, such as the original will, which is essential for probate. If the estate includes trusts, we will review them with you to ensure you fully understand your role as a trustee before accepting the responsibility. Additionally, we will help identify special considerations, such as beneficiaries with special needs who may receive public benefits, requiring careful planning to avoid potential complications. If there is a possibility of disputes among beneficiaries, we will discuss strategies for resolution to help ensure a smoother process.
Do You Need an Attorney?
Not every estate requires legal assistance, but after our consultation, you will have a clear understanding of what needs to be done. In certain situations, legal guidance can be particularly beneficial. For example, if there are special needs beneficiaries, we can help ensure their inheritance does not impact essential public benefits. If tax elections or inheritance tax filings are necessary, we can assist with tax considerations to ensure compliance and minimize complications. For estates involving complex assets such as real estate, business interests, or other specialized property, legal support can help navigate ownership transitions smoothly. Additionally, if probate or court filings are required, we can guide you through the legal procedures. Our goal is to provide clarity and support, helping you move through the estate administration process with confidence.
If you have questions or need assistance, please don’t hesitate to contact us. We are here to help you every step of the way.
When you find yourself overwhelmed, it can be challenging to determine where to begin. The key is to focus on doing what really matters most. To help you get started, we have broken down the process of reaching out to us and then completing your legal work into manageable steps, providing guidance every step of the way.
Get started by filling out our form and a Customer Service Coordinator will contact you.