Trust & Estate Administration
What is Trust & Estate Administration?
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 for almost 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.
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Representation
Being a trustee or estate executor or administrator can be a difficult job – particularly after the death of a family member. We have experience representing trustees, and estate executors or 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.
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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
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.