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Texas Guardianship & Probate Administration
The loss of a loved one is a very difficult period. This is not the time most people are at their best when asked to make financial and legal decisions. This is especially true for the surviving spouse or children if they are just hearing about Mom or Dad's plan for the first time, or worse yet, learning one was never completed. We can help make the process of probate as easy and pain-free as possible.
Personl Representatives & Fiduciaries
We work with executors, personal representatives and other fiduciaries in all aspects of the guardianship & probate administration process and are committed to the delivery of guardianship & probate administration services with sensitivity to the special concerns of our clients.
Our services include:
- Advice regarding the terms of the decedent's will and trusts.
- Advice regarding duties to the beneficiaries and the applicable laws related to ongoing investments and distributions.
- Preparing and filing of all necessary Probate Court documents.
- Representation of clients in all Probate proceedings.
As coordinated with your appropriate advisors:
- Postmortem planning, including effective use of tax elections and disclaimers.
- Income tax planning for the estate.
- Advice with respect to any challenges to the decedent's will or trust.
- Advice with respect to any disputes among estate beneficiaries or between beneficiaries and the executor.
- Postmortem planning for non-U.S. citizen spouses.
- Review of all federal estate tax returns.
We will work to complete the process as quickly as possible, while minimizing family disharmony.
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