When it comes time to implement a trust or an estate plan, our attorneys are prepared to assist trustees and personal representatives in carrying out their fiduciary duties.

Our estate and trust administration services regularly include the following:

• Preparing & filing all documents necessary in the probate & estate administration process from start to finish
• Assisting personal representatives with asset collection & distribution
• Assisting personal representatives with debt & claim payments
• Preparing & filing fiduciary income tax returns
• Using postmortem tax planning to minimize taxes
• Preparing & filing periodic estate & guardianship accountings
• Assisting trustees & guardians on a long-term basis with ongoing administration obligations
• Assisting individuals & other law firms in establishing guardianships & special needs trusts for the benefit of a minor or incompetent person
• Advising estate & trust beneficiaries in interpreting their rights under wills, trusts, & the elective share & intestacy laws of North Carolina
• Resolving disputes between estate and trust fiduciaries and beneficiaries