Estate & Trust Administration
Professional guidance through the complexities of managing estates and trusts
Navigating the Administration Process
Administering an estate or trust after the loss of a loved one can be overwhelming. Our experienced attorneys provide compassionate guidance through every step of the process. We handle the legal complexities, allowing you to focus on what matters most during a difficult time.
Estate and trust administration is a complex process that requires careful attention to legal requirements, tax implications, and the wishes of the deceased. Our attorneys bring decades of experience to guide families through this challenging time.
Whether you're serving as an executor, administrator, or trustee, we provide the legal support and guidance you need to fulfill your fiduciary duties while protecting yourself from personal liability.
We understand that every estate is unique, and we tailor our approach to meet the specific needs of each family and situation, ensuring efficient administration while honoring the decedent's wishes.
Our Administration Services
Probate Administration
Comprehensive guidance through the probate process, including court filings, asset inventory, debt settlement, and distribution to beneficiaries.
Trust Administration
Professional management of trust assets, including proper accounting, beneficiary communications, and distribution according to trust terms.
Fiduciary Representation
Legal counsel for executors, administrators, and trustees to ensure they fulfill their fiduciary duties and minimize personal liability.
The Administration Process
Estate and trust administration involves numerous responsibilities that must be handled with precision and care. Our attorneys guide you through:
- Identifying and securing assets
- Obtaining proper valuations
- Filing necessary tax returns
- Paying valid creditor claims
- Distributing assets to beneficiaries
- Providing required accountings
- Resolving disputes among beneficiaries
We work efficiently to minimize costs and delays while ensuring all legal requirements are met and the decedent's wishes are honored.
Typical Administration Timeline
Initial Steps (1-2 months)
Secure assets, obtain death certificates, file will with probate court, and notify beneficiaries and creditors.
Asset Management (2-6 months)
Inventory and value assets, manage investments, pay bills, and file necessary tax returns.
Creditor Claims (3-6 months)
Address creditor claims, resolve disputes, and pay valid debts of the estate.
Distribution (6-12+ months)
Prepare final accounting, distribute assets to beneficiaries, and close the estate or continue trust administration as required.
After my father passed away, I was overwhelmed by the responsibilities of being the executor of his estate. The team at Cody, Cody & McCarthy guided me through every step.
They handled the complex legal and tax matters while showing genuine compassion during a difficult time. Their expertise made a complicated process manageable, and I'm grateful for their support.
Robert B.
Dedham, Massachusetts
Need Assistance with Administration?
Our experienced attorneys can guide you through the complexities of administering an estate or trust with compassion and expertise.
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Explore our comprehensive legal services designed to protect your interests and secure your future.
Need Assistance with Estate or Trust Administration?
Our experienced attorneys can guide you through the complexities of administering an estate or trust with compassion and expertise.
Schedule a Consultation