Dealing with the loss of a loved one is difficult enough. In addition to the grief, you may be tasked with settling your loved one’s estate. Even with an estate plan in place, there can be a “to do” list relative to distribution of assets, tax-related issues, or outstanding debts. In addition, an estate can be challenged by others. It can quickly become overwhelming and very challenging to manage.
Mirick’s Probate and Trust Administration attorneys and paralegals assume responsibility for the often-complex process of settling estates ranging in size from the relatively modest to multi-million-dollar estates. We have many years of experience in providing these services in a thoughtful and efficient manner designed to minimize stress on family members.
- Preparation and filing of documentation with the probate court
- Collection and appraisal of estate assets
- Payment of debts and expenses
- Preparation and filing of estate tax and fiduciary income tax returns
- Post-mortem tax planning
- Distribution of assets to the beneficiaries.
Our attorneys often act in a fiduciary capacity, serving as trustees of both revocable and irrevocable trusts that we help establish for our clients. In our role as trustee, we give personal attention to the needs of trust beneficiaries while paying careful attention to the investment of trust assets and keeping in mind the goals and objectives of the individual who established the trust.
Our clients appreciate the many disciplines in the Firm that can be drawn upon in the probate and trust administration process.
- National Academy of Elder Law Attorneys
- Better Day
- Dementia Friendly Communities Sub-Committee
- Honoring Choices, Community Partner
- The American College of Trust and Estate Counsel
- Estate and Business Planning Council of Worcester
