We are a seasoned trust and estate administration law firm
Educated and experienced in the legal requirements of trust and estate administration, we are able to answer your trustee and personal representative questions, and assist you with establishing trust and estate accounting. The law mandates certain duties and actions of the trustee or personal representative, which we can help you understand. As a trustee or personal representative, you have a fiduciary duty to act in the best interests of the estate. You may not profit from your position as trustee or personal representative, or have conflicts of interest. Trust accounting rules require that you put trust or estate funds in a separate bank account, keep records of income and expenditures and be able to provide an accounting when asked. You are also to follow the instructions of the trust, will, or court documents regarding maintenance of assets and payments to beneficiaries.