Estate Administration

Even with an estate plan already in place, managing the processes of probate and estate administration can be overwhelming to anyone struggling with grief. At difficult times like these, the peace of mind that comes from having someone you can depend on handling the probate process for you is invaluable. Estate administration includes both the probate process and non-probate transfer of the deceased's assets, including life insurance, annuities, qualified plans, and trust assets. Additionally, depending on the size of the estate, administration may include compliance with Federal and State estate tax requirements.

At BMK, we help families and fiduciaries in the administration of both simple and complex estates and trusts. Our attorneys are highly skilled at handling all stages of the administration process including:

  • Preparation of Estate Tax Returns
  • Preparation of Fiduciary Income Tax Returns
  • Re-Titling of Assets
  • Distribution of Retirement Assets (e.g., IRAs and 401(k)s)
  • Probate Procedures and Documents (e.g., Notices, Inventories, and Accountings)
  • Post Mortem Planning Techniques
  • Probate Litigation
  • Advising Trustees, Executors and Other Fiduciaries

If you are looking for an experienced attorney to assist with a loved one's estate or require representation as a fiduciary to an estate, please contact us to set up a consultation.

Please see our Civil Trial Advocacy page for related services and information.