Estate Administration (Probate and Trust)
Probate. We can assist with handling of probate tasks, often required of an Administer or Executor, including requests for special proceedings such as Summary,
Supervised or Independent Administration. In particular, we can assist with the following tasks that can be required with a probate proceeding.
- File Will
- Prepare Small Estate Affidavit
- Establishment and Notification to Heirs
- Request Appointment of Administrator or Executor with Letters of Office
- Identify and Collect Information on Decedent's Assets (inventory and valuation)
- Ascertain Creditors and Debts
- Arrange for Preparation and Filing of Tax Returns and Payment of Taxes
- Assist with Distribution of Assets After Payment of Debts and Expenses
- Request for Summary, Supervised or Independent Administration or (where applicable)
Trust Administration. We can also assist with legal matters related to administration of a trust after the death of the person who created it, which often includes
preparation of documents related to the following:
- Management of Trust Assets and Liabilities
- Recordkeeping and Allocation of Principal and Income
- Handling of Trust Investments
- Trustee Obligations Related to Income Taxation
- Discretionary Distributions
- Termination of Trust
Please feel free to call or e-mail us if we can be of assistance.
CHICAGO
(773) 625-2200
(773) 625-2220 FAX
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SUBURBS
(847) 426-2900
(847) 426-2907 FAX
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