Losing a loved one is a difficult adjustment. During that time, more of your time should be devoted to family and friends, rather than dealing with the logistics of wrapping up your loved one’s estate.
At Barger Law Group, APC, we can help to reduce and eliminate worries by handling your loved one’s trust administration. This service includes:
· Advising and assisting the Trustee in complying with his/her fiduciary duties
· Notifying the appropriate government authorities and creditors that your loved one has passed away
· Drafting appropriate documentation for bank and financial institutions
· Dividing the trust and creating sub trusts as set forth in the trust agreement
· Working with other professionals (i.e. Financial Planners and CPAs) to wrap up the estate
· Notifying the trust beneficiaries of their beneficiary status and related rights
· Dividing and distributing the assets to the trust beneficiaries.
Handling these matters on your own or with the wrong attorney can be time consuming, costly, and frustrating. At Barger Law Group, APC, our care and experience will help make this process smooth and easy. Call us for a complimentary ½ hour consultation at 858-755-7578. |