Practice Areas

Estate & Trust Administration

 

We handle estates of all sizes, recognizing that every estate requires diligent and thorough attention, no matter its value or level of complexity.

Estate & Trust Administration

Estate Preservation Law Offices serves as legal counsel to executors, administrators and trustees, counseling them in the intricacies and complexities of estate and trust administration. In addition to the complicated legal responsibilities of fiduciaries, we are sensitive to the dynamics of families and beneficiaries that often play a significant factor in estate and trust administration.

We handle estates of all sizes, recognizing that every estate requires diligent and thorough attention, no matter its value or level of complexity. Our professionals work closely with executors and administrators through the entire probate and estate settlement process. From the initial assessment to the final beneficial distributions, we strive to be accessible and accommodating.

On the trust side, we offer professional trust administration services for all types of trusts. In representing a trustee, we develop streamlined and economically efficient systems that are tailored to the specific provisions and requirements of the trust.

We also serve as executor and trustee for those clients who desire direct professional involvement in the administration process of their estate plans.

Our estate and trust administration services include:

  • Probate of the will/appointment of the executor or administrator
  • Preparation of inventory and fiduciary accounts
  • Identification of estate/trust assets and liabilities
  • Coordination of asset appraisals
  • Supervision of estate/trust receipts and distributions, including the sale/liquidation of assets, payment of debts, expenses and fees, and beneficial distributions
  • Postmortem tax planning including disclaimers
  • Preparation and filing of state and federal estate tax returns
  • Preparation and filing of federal gift tax returns
  • Coordination and review of state and federal fiduciary income tax returns
  • Trust funding and termination
  • Representation of estate and trust beneficiaries

Our Practice Areas

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We offer complimentary consultations because we understand that knowledge is power, and that informed clients are empowered to make the best decisions for themselves and their families.

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EPLO

Worcester Office

71 Elm Street
Suite 100
Worcester, MA 01609

Uxbridge Office

9 N Main Street
Uxbridge, MA 01569

Leominster Office

150 Hamilton Street
Leominster, MA 01453

Braintree Office

100 Grandview Road
Suite 405
Braintree, MA 02184

Cape Cod & Islands

776 Main Street
Hyannis, MA 02601

OUR CLIENTS  -  Individuals, entrepreneurs, families, business owners, medical, legal and other professionals, fiduciaries, and parents of children with disabilities, are among the diverse types of clients that look to Estate Preservation Law Offices to meet their planning needs. From simple issues to complicated problems, clients come to us for results, and we deliver. Our pride and satisfaction come from building an extraordinary rapport with clients and helping them to solve their problems and achieve their goals.

Estate Preservation Law Offices of Worcester, MA provides multi-leveled and integrated estate planning and asset protection planning services. Protecting Assets During Your Lifetime. Preserving Them For Future Generations.

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