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Trust Administration

At The Van Winkle Law Firm, we work closely with beneficiaries, trustees, and executors. Our attorneys help ensure that estates are managed efficiently and effectively during and after their transfer by advising these individuals on the complexities of personal liability, duties, and administration imposed by law.

The attorneys on our Trusts, Estates & Elder Law team work hard to assist with the administration and settlement of estates and trusts. Whether that means administering a trust for an incapacitated client or assisting an executor with the myriad of responsibilities that accompany the passing of a loved one, you can count on our team to ensure that your affairs are handled with the utmost professionalism. We have ample experience in the areas of trust administration and settlement, ancillary estate administrations, formal probate proceedings, and small estate administration.

When appropriate, one of our attorneys can also serve as a client’s agent. In these cases, we work with our client to develop and execute a comprehensive plan to manage the client’s affairs. In the past, a member of our team accepted the responsibility of acting as attorney-in-fact and successor trustee for a married couple who did not have children or other family members available to manage their affairs. When the couple could no longer act on their own behalf, their attorney arranged home care, managed several million dollars in assets with the assistance of the clients’ long-term investment counselor, maintained contact with the couple’s family members, and supervised the couple’s status in a skilled care facility.

No matter what life stage you are at or what type of assistance you need, you can trust in our team to work with you to implement and execute a plan that fits your unique needs. Contact us today to learn more about our services and how we can help you.