Finding Solutions to Probate and Trust Issues
Administering a probate or trust can seem like an overwhelming task. There are many legal responsibilities, from getting the estate distributed correctly and as quickly as possible, to dealing with statutory and tax requirements. As an executor of a will, you will be required to see to it that debts of the estate are paid and that the assets are distributed properly. As the trustee of a trust, you are accountable to the beneficiaries and have responsibilities regarding taxes and managing assets. At the Santa Rosa law firm of William M. Andrews, we can help ensure that legal obligations are satisfied in a cost-effective, low-conflict manner.
Santa Rosa Trust Administration Attorney
California trust administration and probate lawyer William M. Andrews has more than 35 years of experience in helping administrators, executors, trustees, beneficiaries and heirs who need sound advice and knowledgeable counsel during the difficult time following the death of a loved one. We use that experience to help our clients avoid disputes between trustee and beneficiary, executor or administrator. By anticipating problems and resolving them efficiently, the distribution of assets can be accomplished more quickly and cost-effectively.
Helping With Probate Responsibilities
Probate is the legal process of administering an estate. Under California law, you, as executor, will be accountable to the court. This will include gathering estate asset information, giving notice to creditors and heirs, paying off debts and filing an account with the court. California probate lawyer William M. Andrews can provide the legal guidance that executors and administrators need to stay in compliance with statutory and tax requirements.
Assisting Trustees
If the deceased provided for trusts, it may still be possible to avoid probate court. The trustee still has a responsibility to the beneficiaries of the trust, which includes: controlling the assets and being accountable to the beneficiaries; ensuring that trust assets are wisely and appropriately invested per the trust's instructions; and making proper tax decisions. The law firm of William M. Andrews can help with even the most complex trust matters.
Put Our Experience on Your Side
California probate lawyer William M. Andrews is committed to providing solid, creative and cost-effective legal solutions that minimize conflict and help secure families' futures. To learn more about how our approach can work for you, please call us at 707-304-5185 (888-894-6139, toll-free) or contact us by e-mail to schedule a free initial consultation.
