Trust Administration

Trust Administration is the process of collecting and distributing the assets which are titled to a trust after the last of the creator or "Grantor's" have passed away. The collection and distribution are handled by the "Successor Trustee", a similar position to an Executor or Personal Representative of a Probate Estate. This process can be very quick and private. 


Probate is a court-monitored legal process in which assets are transferred from the name of the decedent to the rightful, heir, or beneficiary. 

  • Formal Administrations
  • Summary Administrations
  • Family Agreements

Estate Planning

Estate planning is arranging for the use and disposal of your resources and property after your death. It allows you to look at the total picture. There are a few basic documents that are used to accomplish a well-rounded estate plan:

  • Revocable Living Trusts
  • Irrevocable Trusts 
  • Special Needs/Medicaid Trusts 
  • Qualified Income Trusts
  • Last Will and Testaments
  • Testamentary Trusts
  • Durable (Financial) Powers of Attorney
  • Durable Health Care Powers of Attorney
  • Preference of Guardian for Minor Children
  • Preference of Guardian for Adults 
  • Caregiver Agreements for qualification for Medicaid 
  • Lady Bird Deeds

Probate Practice Areas

Real Estate

  • Warranty Deeds
  • Quit Claim Deeds
  • As-is Residential Sales Contracts