Estate & Trust Administration, Probate
Estate & Trust Administration: We’ll Help You
Carry Out Your Loved One’s Wishes
Assuming the role of an executor in managing an estate is a demanding endeavor, encompassing a spectrum of tasks such as filing, accounting, asset transfer, tax obligations, return filing, and notifications. The McDowell Law Group possesses the breadth of expertise necessary to adeptly navigate these regulatory complexities, all while acknowledging the profound emotional journey involved in administering a loved one’s estate. When the time comes to execute an estate plan, rest assured that our team will handle the process with utmost respect and compassionate care.
Our Expertise,
Your Peace Of Mind
Administering the assets detailed in estate planning documents requires precision and specialized knowledge, encompassing tasks like optimizing asset allocation and managing tax implications. Each estate presents its own unique challenges, necessitating tailored solutions. At McDowell Law, our experienced attorneys offer invaluable guidance, easing the burden on executors and administrators who often confront unfamiliar terrain and emotional strain during probate and estate administration..
With a well-established track record, the McDowell Law Group has successfully guided clients through a wide spectrum of probate and estate administration scenarios, from straightforward cases to intricate challenges. Whether you’re assuming the role of executor or navigating the process as an heir or beneficiary, our comprehensive support ensures clarity and seamless communication throughout.
Trust administration introduces its own set of complexities, from meeting deadlines to fulfilling legal obligations. Trustees shoulder significant responsibilities and potential liabilities, particularly in cases involving poorly drafted trusts. Leveraging our extensive experience, we guide trustees through these intricacies, offering peace of mind and unwavering support.
We’ve Got The Details Covered
In the midst of life’s myriad demands, entrusting your estate or trust administration to qualified professionals provides invaluable reassurance. Our firm stands ready to offer comprehensive legal advice, ensuring you understand your options and navigate the process with confidence.
We handle all matters related to estate, trust, and probate administration, including but not limited to:
Filing a petition with the probate court
Sending a notice to heirs named in the will or, if there is no will, to statutory heirs
Collecting all of the estate's assets
Petitioning the court to appoint a personal representative
Filing an inventory of all estate assets
Publishing the required multiple notice to creditors, and waiting the requisite three-month period for the statutory notice period to expire
Paying estate debts to creditors and reviewing claims against the estate
Contesting claims against the estate if appropriate
Preparing state and federal tax returns and paying taxes owed by the estate
Submitting a proposal for distribution of estate assets
Executing and filing deeds of distribution to estate heirs
Making a final distribution of assets to heirs
Coordinating with pension plans and insurers to pay out benefits
Preparation of accounts
Attendance at court hearings
Preparing and filing the final accounting
We’ll Walk You Through The Process
Schedule a consultation now to ensure that you are taking the right steps to administer a loved one’s estate. Call our Virginia location at (757) 863-4890 or our North Carolina location at (252) 390-4690. Our compassionate and knowledgeable team will guide you through each step of the process, ensuring a smooth and efficient resolution.
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Virginia
4445 Corporation Lane
Suite 200
Virginia Beach, VA 23462
757-863-4890
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North Carolina
Southern Shores Business Ctr.
8 Juniper Trail
Southern Shores, NC 27949
252-390-4690
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