Probate & Trust Administration

At Levy & Levy, S.C., we are experienced in efficient Probate and Trust Administration. Each case is handled by an experienced Probate and Trust Administrations attorney. Our Probate and Trust Administration services include:

​

Trust Administration

As counsel for Trustees in trust administrations, we often assist Trustee(s) with the following:

​

• Collecting and inventorying the assets held in trust or by the decedent

• Determining creditors and paying any and all legitimate debts

• Filing appropriate and necessary income, gift and estate tax returns

• Distributing assets as required under the trust document

• Retitling and establishing new or sub trusts created as a result of the decedent's death

• Selling trust assets, including real estate

• Terminating the trust

​

Probate Administration

As counsel for nominated personal representatives in probate administrations, we often assist individuals as personal representatives by:

​

• Petitioning and applying for probate administration with the appropriate court

• Filing and proving decedent's Last Will and Testament

• Notifying interested parties

• Collecting and inventorying the assets

• Determining creditors and paying any and all legitimate debts

• Filing appropriate and necessary income, gift and estate tax returns

• Distributing assets as required under the decedent's Last Will and Testament

• Closing the probate administration, including obtaining necessary clearances from the department of revenue.

​​

Your Next Step

You are likely to have questions about your case and how we can help. We welcome your questions and encourage you to schedule an appointment to discuss your case.