Practice AreasEstate & 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
Request a Free Consultation
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.
More about Estate & Trust Administration from Our Blog
After twenty years of planning around an absurdly low $1 million state estate tax threshold, Massachusetts residents...
For prior generations, keeping the house protected from a nursing home seemed as easy as deeding it to the kids and...
When should I update my will/estate plan? It’s one of the most common questions from clients and their advisors. ...
71 Elm Street
Worcester, MA 01609
9 N Main Street
Uxbridge, MA 01569
156 Hamilton Street
Leominster, MA 01453
100 Grandview Road
Braintree, MA 02184
Cape Cod & Islands
776 Main Street
Hyannis, MA 02601
Estate Preservation Law Offices of Worcester, MA provides multi-leveled and integrated estate planning and asset protection planning services. Estate planning, wills, trusts, probate, tax planning, corporate & business planning, asset protection, wealth preservation, elder law, medicaid planning, special needs planning.
» Estate Planning
» Asset Protection Planning
» Elder Law & Medicaid Planning
» Business & Corporate Planning
» Special Needs & Disability Planning
» Estate & Trust Administration
» Guardianships & Conservatorships
» Tax Planning Corporate & Individual
» Charitable & Exempt Organizations
» Equine & Pet Trust Planning