Estate and Trust Administration

Acting as an executor, administrator or personal representative of an estate or as a trustee of a trust is a huge responsibility. There are many duties and responsibilities that can result in personal liability to the personal representative or trustee if not done properly.

Such matters as maximizing the assets, investing the assets properly, promptly dealing with liabilities in the proper order, following the directions in the Will or Trust Deed, dealing with the necessary tax filings, dealing with litigation, properly distributing the estate/trust and especially keeping proper records, arise in most estates and trusts. This is not an exhaustive list. The more complex the estate, the more you need experienced legal advice.

Whether your situation requires basic advice, obtaining a grant of probate or dealing with a complex trust, the lawyers at McLellan Herbert Locke have years of experience assisting and advising on these matters. We also act as estate administrators or trustees in certain circumstances and can do so in an efficient manner.