Probate & Trust Administration

Probate Administration

Maureen Wegleitner will guide you through the probate process to wind up a person's affairs after his or her death.

Maureen will first meet with you to explain your role as executor ("personal representative") and explain how the law applies to your specific probate administration. Typically, probate administration is an informal process in which things go smoothly and court appearances are not required. In other situations, it may be necessary to administer the estate under formal probate. In either case, probate documents will be filed with the court at certain times for specific purposes. Probate allows the decedent's debts to be paid and the property to be sold or transferred to the heirs.

Trust Administration

Probate might not even be necessary, depending on the situation, including whether the deceased person planned in advance to avoid probate. Trusts are becoming an increasing common tool for the management and protection of assets and probate avoidance upon death.

Maureen will meet with you to explain your role as successor trustee and explain how the law applies to your specific trust administration.

Whether Maureen assists you with probate and/or trust administration, the estate administration process typically includes:

  • Collect, inventory and value the decedent's property
  • Determine and pay final bills, debts, administration expenses and taxes
  • Determine who is entitled to receive the decedent's property
  • Distribute the property to the heirs
  • Prepare a final accounting of the estate
  • Organize the information needed for tax returns

Maureen will guide you with caring personalized service to assist you and your family through the entire probate and/or trust estate administration process.