Area of practice

Trusts & Probate

Trust administration, probate proceedings, and disputes involving an estate or trust.

03

A trustee, executor, administrator, and beneficiary each has a different role. The governing document and the history of the assets usually come first.

The firm advises on administration and on disputes over authority, accounting, distributions, ownership, or the meaning of a will or trust.

The work may include locating assets, reviewing creditor issues, communicating with interested people, and meeting court or trust requirements.

Questions that may matter

What the firm
will look at.

01

Authority and duties

Trustees, executors, administrators, beneficiaries, and other interested persons occupy different legal positions. Understanding those roles is foundational.

02

Documents and history

The governing instrument, amendments, ownership records, communications, and the history of administration can shape both routine and contested matters.

03

Resolution and accountability

When disagreements arise, the practical cost and consequence of each path should be considered together with the legal issues.

The work

The firm starts with the will or trust, the ownership records, and an account of what has happened since the death or change in administration. Those facts define the duties and procedures that follow.

Contact the office

Tell us what
brings you here.

Send a brief, non-confidential outline of the matter. The firm will review it and let you know whether a conversation makes sense.

Email the office