Trust Administration & Probate

The incapacity or death of an individual requires the assumption of legal authority over that individual’s assets and personal affairs. When a well-structured estate plan, including a revocable living trust, is in place, this process is a trust administration and is overseen by a trustee. When the decedent has made limited estate planning arrangements, a lengthy and public probate court proceeding may be necessary and is overseen by an executor or administrator of the estate.

Trustees and executors are fiduciaries, and they bear legal obligations to the beneficiaries of the trust and heirs of the estate. These fiduciaries often face challenges related to estate and tax matters, statutory deadlines, state and federal agency reporting requirements, and sensitive distribution concerns. We understand that this can be an overwhelming task, particularly while grieving the loss of a loved one.

At Ronca & Associates, we expertly guide our clients through trust administration and probate processes while alleviating the burdens and uncertainties that are often associated with serving as a fiduciary.