Help For The Administrators Of Estates And Trustees
It is a tremendous honor to be named the executor of a loved one’s estate or the successor trustee of their trust. It shows that a great deal of confidence and trust has been placed in you.
It is also a big responsibility. You owe a duty of care to the beneficiaries, and you can be held liable for mistakes. At Kirner & Boldt Co., L.P.A., our lawyers know that the responsibility can feel overwhelming at first. It is even more so if you are still grieving the loss of a loved one. We offer gentle guidance to walk you through each step of the process. We aim to eliminate any stress and confusion you feel and make the whole process easier to manage.
How We Can Assist You With An Estate
We work with clients who have a wide variety of needs following the death of a loved one, including:
- Probate administration: The probate process has many procedures that must be followed and filing deadlines that must be met. Errors can cause unnecessary delays and expenses. We offer experienced guidance as executors fulfill their fiduciary duties.
- Trust administration: The duty of a trustee is to manage the assets contained in the trust and to distribute them according to the wishes of the grantor. We can review the trust documents and help you ensure that all your obligations are met in a cost-effective and efficient manner.
- Nonprobate transfers: Assets such as life insurance policies, 401(k) accounts, bank accounts, stocks, bonds, retirement plans and even some property may need to be transferred to new owners outside of probate. We can help you navigate through the somewhat complex paperwork involved.
- Probate litigation: Occasionally, there is a dispute over a loved one’s estate, which can include Will contests, or Trust Administration litigation. We can defend or present your claims whether involving undue influence allegations, fiduciary self-dealing, or other disputes and help you resolve conflicts that arise from ambiguous wording in estate documents or any other controversy.
Talk To An Experienced Attorney About Estate Administration
Please contact us at 440-884-4300 or through our online form to schedule an appointment with a lawyer. We are conveniently located in the Cleveland suburb of North Royalton, Ohio, near Parma, and we serve clients in Cuyahoga, Medina and Summit counties. We look forward to assisting you.