Probate and Trust Administration

Our attorneys and paralegals have extensive experience in representing fiduciaries (executors, administrators and trustees) and beneficiaries of estates and trusts. We provide compassionate and clear advice as to what is needed to administer an estate, whether through the probate court or otherwise. Our services include:

• Preparing and filing all types of probate documents including inventories and accountings
• Preparing and filing federal and Ohio estate tax returns
• Preparing and filing federal and Ohio income tax returns for estates and trusts
• Addressing issues related to the allocation and distribution to beneficiaries
• Handling creditor claims
• Considering post-mortem estate planning opportunities
• Funding of trusts
• Providing ongoing support and assistance in the administration of trusts including accountings and distributions, and fulfilling tax reporting requirements

We also represent and advise clients involved in probate and trust litigation such as construction of wills or trusts, removal of fiduciaries and will contest actions.