The loss of a loved one is difficult enough without the added stress of making critical financial decisions while in mourning. As a Middlesex County MA Trust Administration Lawyer, I have the experience necessary to make the estate and trust administration process as efficient and stress-free as possible. I will guide you and your family with great sensitivity, and work closely with executors, personal representatives, trustees and other fiduciaries to ensure the mandates of the trust are carried out to the letter.

Perhaps you have been appointed trustee, and are feeling overwhelmed by the duties and responsibilities involved? If so, I can walk you through the entire process, including statutory notice requirements, distribution to beneficiaries, payment of expenses, compliance with the prudent investor rule, income and estate tax consequences and elections, and accounting to the beneficiaries and/or the court where required.

My estate and trust administration services include:

  • Selection of the proper representatives
  • Preparation and filing of all necessary probate court documents
  • Representation in probate proceedings
  • Tax planning for your estate and trust
  • Review of estate and gift tax issues
  • Guardianship
  • Conservatorship
  • Trust termination

You do not have to go through the administration process alone. As a Winchester MA Estate Planning Lawyer, I am here to assist you every step of the way, so that you and your family can focus on helping one another cope with your loss. Contact me as soon as possible for an initial meeting.

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