Estate, Probate & Trust Administration

If you have been named the executor of an estate, you may want help with the sometimes complex and lengthy process of guiding the will through probate. A skilled estate administration and probate attorney can help the executor prepare and file the required probate court paperwork, including the petition, inventory, and account, arrange for the appraisal of the assets of the deceased, give proper legal notice to the decedent’s beneficiaries and the estate’s creditors, arrange for payment of final bills, prepare and file estate and fiduciary tax returns, distribute assets among the estate’s beneficiaries according to the terms of the will, and close the estate once probate is complete. The combination estate administration and probate lawyers and Certified Public Accountants (CPAs) at the Beliveau Law Group can assist in the estate and probate administration areas of:

  • Conservatorships
  • Estate Fiduciary Income Tax Returns
  • Estate Tax Returns
  • Guardianships
  • Probate

Conservatorships and Guardianships

What happens when a parent or other adult relative becomes mentally and/or physically unable to manage his or her own financial affairs and/or health care decisions? Unless other provisions are made beforehand (through a durable power of attorney and health care directive), the person’s financial and physical well-being may be placed into the hands of the probate court system whereby the person is made a ward of the court. The combination conservatorship and guardianship attorneys and Certified Public Accountants (CPAs) at the Beliveau Law Group can help you with the probate court conservatorship and guardianship process.

Trust Administration

If you have been named the trustee of a trust, you may need help with your fiduciary duties to the trust beneficiaries. A skilled trust administration attorney can help you properly account to the trust beneficiaries, comply with the terms of the trust and applicable trust law, prepare and file trust fiduciary income tax returns, and administer trust assets for and distribute them to the trust beneficiaries. The combination trust administration lawyers and Certified Public Accountants (CPAs) at the Beliveau Law Group can assist in the trust administration areas of:

  • Accountings
  • Trust Administration
  • Trust Distribution
  • Trust Fiduciary Income Tax Returns
  • Trust Funding
  • Trustee Representation
  • Trustee Services

Estate, Probate and Trust Administration Lawyers

With offices in Massachusetts, New Hampshire and Florida, our estate, probate and trust administration law firm can assist you with your estate, probate and trust administration needs. We represent clients in Middlesex County, Norfolk County, and the Greater Boston and Boston Metro-west areas, Salem, New Hampshire and Southern New Hampshire areas, and Naples, Florida and Southwest Florida areas. For a confidential appointment to discuss your estate, probate and/or trust administrative needs, including conservatorship and guardianship, contact the combination estate, probate, and trust administration attorneys and Certified Public Accountants (CPAs) at the Beliveau Law Group.