Probate, Trust, and Estate Administration
CPA & Law Offices is a law firm that understands the difficulties that arise when grief and estate administration cross paths.
We guide our clients with experience, compassion, and support through the process of handling another person's estate or trust administration.
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We also represent professional fiduciaries nominated in probate proceedings or as successor trustees.
1
Successor Trustee Counsel
Handling another person's trust administration as a successor trustee does not have to expose you to liability. We understand the steps you need to take to assure a smooth and uneventful process of post-death administration.
2
Spousal Property Petitions
Too often one spouse dies with assets in his or her sole name. Fortunately, the team at CPA & Law Offices understands exactly what needs to be done to transfer spousal property to the surviving spouse.
3
Probate of Will
Every Will needs to be turned over to the probate court but not every Will needs to be proven in court. In 2025, many estates won't have to go through probate. Still, having legal representation through administration of another person's estate is essential.
4
Special Administration
Have you been told that you need "Letters" to collect inherited assets? In many cases, requesting Letters of Special Administration is the way to obtain proper documentation of authority on behalf of an estate.
Contact CPA & Law Offices today to schedule a consultation and learn more about how our tax services can benefit you. Let us put our expertise to work for you and help you achieve your financial goals.