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Estate & Trust Administration
Being named a personal representative or executor under a will, or a trustee under a trust agreement, can be an overwhelming responsibility, particularly while grieving the loss of a family member or close friend. Our attorneys have extensive experience navigating estate and trust administration and can help guide you through your fiduciary responsibilities.
Fiduciary responsibilities may include filing a will with the appropriate court, identifying and gathering the decedent’s assets, preparing an inventory of estate assets, paying expenses and creditors, filing required tax returns, and managing or selling real estate and other property.
Our attorneys can guide executors and trustees through the administration process, including determining which assets are subject to probate and interpreting trust documents to ensure assets are administered and distributed according to the trust maker’s wishes and applicable law.
By retaining Heggie Law Firm, you can navigate your responsibilities with greater confidence, fulfill your fiduciary duties, and reduce the risk of costly errors or personal liability during an often complex and emotional process.