Probate & Estate Administration
At the Law Firm of Myrna Serrano Setty, P.A., our probate and estate administration lawyers are equipped to manage all administrative matters related to your probate and estate affairs.
Probate Administration
Our probate lawyers specialize in assisting you, especially if you are the executor or personal representative of the estate, to navigate the process of settling matters of the estate. This typically involves things such as:
Guiding You Through The Probate Process
Our probate process lawyers handle distributing and protecting assets for you. This often requires filing the will with the court, identifying and valuing assets, and subsequently distributing assets to beneficiaries accordingly.
Managing Assets
If you are the executor, we assist you with managing and protecting the assets in question until they can be distributed to beneficiaries. This entails ensuring any debts or taxes owed are paid in compliance with the law, among other things. We also advise the executor of tax planning strategies to minimize the estate’s tax liabilities.
Resolving Disputes
We also work to expediently resolve any disputes or disagreements that arise during the probate process. Common examples include the validity of the will or arguments between beneficiaries.
Preparing Legal Documents
We handle the preparation of any necessary legal documents pertaining to your case as well, such as petitions, notices, and orders, any of which may be required to administer the estate.
Handling Any Other Issues That May Arise
Estate Administration
While there are aspects of overlap between probate administration and estate administration, there are some subtle but critical differences. Estate administration is a broader area of law that includes a more comprehensive range of tasks, including non-probate transfers, such as trusts, joint tenancy, and beneficiary designations.
Estate administration can also include:
- Planning for the management of assets during your lifetime, such as setting up trusts and wills.
- Creating durable powers of attorney. This will ensure your wishes are carried out if you cannot express them yourself.
- Drafting healthcare directives to ensure your desires are honored in matters of your healthcare.
Our estate administration lawyers specialize in assisting you as the executor or representative of your deceased loved one throughout the process of settling their estate.
Additionally, our estate probate attorneys work to minimize the need for probate whenever possible, ensuring that your assets are distributed efficiently and effectively. Probate can be complex and time-consuming. One unique way our estate probate attorneys do this is by interpreting wills. We review the will and interpret its provisions, ensuring you as the executor fully understand your obligations and responsibilities.
The probate and estate administration lawyers of the Law Firm of Myrna Serrano Setty, P.A. will provide you with invaluable assistance for your entire experience navigating estate and probate law. They will ensure the estate is settled promptly and efficiently and that you fulfill all required legal obligations and responsibilities.
Even if you are not the executor of a case, our estate administration lawyers can still help ensure that all documents in your estate planning portfolio are in good order and ready for when they are needed.
Contact us today to schedule a free 15-minute discovery call. During this call, we will take the time to listen to your situation and provide you with a brief overview of how we can assist you.
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