Chandler Probate and Trust Administration Attorneys

Chandler Probate and Trust Administration Attorneys

If you have been appointed as a Personal Representative or Successor Trustee, you can rely on our attorneys' experience and efficiency to help you navigate the legal process and carry out your fiduciary duties.

In probate and trust administration, the duties placed on Personal Representatives and Successor Trustees are significant and, in some cases, complicated. Our probate and trust administration attorneys, Ron Adams and Ryan Scharber, frequently assist in the administration of estates, to ease the burden on the appointed parties and to ensure that the instructions contained in the decedent’s documents are carried out properly and with a minimum of expense to the estate and its heirs and beneficiaries.

Probate

We can assist Personal Representatives in handling all matters, as needed, in the probate of an estate, including:

  • preparing and filing all documents;

  • representing you in probate court proceedings;

  • compiling an inventory of the estate’s assets that are subject to probate;

  • obtaining valuations of property if necessary;

  • paying all final obligations and taxes of the estate;

  • overseeing the orderly distribution of estate property to the named heirs; and

  • closing the probate and releasing the appointed personal representative from their duties.

For general guidance regarding your duties and required procedures in probate, see our Personal Representative Handbook.

Trust Administration

While a properly drafted and funded Trust will generally not be subject to probate, the effective administration of the Trust involves many steps that may be similar to those required in a probate setting.

In our trust administration practice, we assist Successor Trustees in:

  • contacting beneficiaries of the Trust;

  • gathering, valuing and managing Trust assets;

  • notifying potential creditors;

  • paying any outstanding debts, taxes and final expenses; and

  • distributing the remaining income and assets in compliance with the terms of the Trust.

For general guidance regarding your duties and required procedures in trust administration, see our Successor Trustee Handbook.

 

probate and trust overview

When an adult passes away, their death generally triggers one of two legal processes:

Probate. If they had no estate plan, or their estate plan consisted of a Last Will and Testament, the distribution of their property and payment of any financial obligations will be accomplished through the legal process known as "probate." In probate, the person or institution named as the estate’s "Personal Representative" in the Will is responsible to carrying out the Will’s instructions.

Trust Administration. If the decedent had a properly drafted and funded Trust, assets held by the Trust are not subject to probate. Instead, they are distributed under the terms of the Trust by a person or institution named as the "Successor Trustee" in a process generally known as "trust administration."

Helpful Resources

Personal Representative Handbook

Successor Trustee Handbook

Guidelines for the Individual Trustee

Successor Trustee Seminar (video clips)

Avoiding Personal Liability in Acting as a Trustee or Personal Representative

Funding and Administering Your Trust

ready to assist you

To schedule an appointment with Ron Adams, call 480-345-8845.