Trust & Estate Administration
What is
Trust & Estate Administration?
Because you value your financial legacy and a smooth transfer of wealth, O’Keefe Law provides comprehensive Chicago Trust & Estate Administration services to individuals and families. When someone with a trust or estate passes away, a trustee, or an estate executor or administrator is needed to manage and distribute the assets and properties held in the trust, or estate, to the proper distributees. We have been giving people peace of mind and financial clarity for 25 years by advising them on all facets of trust and estate administration.
We have extensive expertise in preparing all trust administration documents, and Federal and Illinois estate tax returns.
Let's Get In Touch
Legal Representation
We know that being a trustee, estate executor, or administrator can be a difficult job – particularly after the death of a family member. We are experienced representatives for estate executors and administrators, helping them fulfill fiduciary duties as efficiently and effectively as possible. We take great care and are mindful that relationships between family members and beneficiaries can be sensitive at this delicate time. We actively coordinate with your financial advisors and CPA to streamline the administration of trusts and estates, and simplify the trustee’s or executor’s job.
Contact Us
Answer all your Trust & Estate questions here in our extensive Trust & Estate FAQs.
Additional Assistance
After a loved one passes, we can assist you with:
- The consolidation or sale of trust or estate assets
- Corresponding with and accounting to trust beneficiaries, heirs and legatees
- Providing fiduciary income tax planning
- Disbursements and distributions
- Comprehensive Trust & Estate Administration
Ready to speak with us?
Send us an email at information@okeefelawoffice.com, give us a call, or click below to submit an inquiry using our form.