Probate and Trust Administration
There are many legal and financial proceedings you may be concerned about if you have recently lost a loved one. CPA and law firm Craig Carter & Associates, provides personalized services to personal representatives as well as individual and corporate trustees on matters relating to the administration of estates and trusts. Our experienced team will help you complete the probate process quickly and efficiently.
Probate
Probate is a court process that involves transferring property and assets, paying the debts of the estate, and notifying beneficiaries. Probate court is also the forum through which will contests, trust contests, or fiduciary challenges regarding the estate are settled. If you have been named executor of an estate, we can help you navigate this process and get the matter resolved in timely and efficient manner. We also represent clients involved in probate litigation.
Trust Administation
If you have been named trustee we can help you through this process and ensure that your responsibilities are met. This includes notifying beneficiaries, gathering assets, and consulting with financial advisors regarding the preparation of estate tax returns and transferring property and assets to beneficiaries.
Legal and estate tax services:
- Preparation of estate tax returns
- Probate administration
- Representation of parties in guardianship/conservatorship proceedings
- Representation of trustees in all aspects of trust administration
- Negotiations with IRS to settle complex estate tax issues
Call us at (405) 340-5971 and ask for Deborah to discuss your probate and trust administation needs or click here to request a free consultation.