After the passing of a loved one, the process of administering an estate or trust can feel overwhelming. Our estate and trust administration services are designed to provide the support, expertise, and compassion you need during this difficult time. We regularly serve as estate and trust administrators to assist the Personal Representatives or Trustees in their duties, and to ensure that the administration of the estate or trust is handled with care and precision. Our attorneys are also available to serve as Personal Representatives and Trustees in certain circumstances.

During the estate administration process, we assist with the probate of the will, obtaining the required documentation from the probate court to give the Personal Representative authority to act. Working closely with family members, we assist with collecting, appraising, administering, and distributing estate assets in accordance with the instructions of the will and/or trust. Our team prepares Massachusetts and federal estate tax returns, and we work closely with accountants on the preparation of final personal income tax returns and the income tax returns for the estate and trust.

From filing necessary legal documents to managing assets, addressing creditor claims, and ensuring compliance with state and federal laws, we guide you through every step of the process. Our goal is to honor the wishes of the deceased while minimizing the stress and confusion often associated with these responsibilities.

At the heart of estate and trust administration is the commitment to ensuring that your loved one’s final wishes are respected and their legacy is preserved. We offer the support and expertise to make this journey as smooth as possible.