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Probate and Trust Administration

After the death of a family member or friend, the administration of his or her probate estate or trust can be a very daunting and emotional endeavor without the help of an experienced attorney. Administering an estate or trust involves handling a wide array of legal matters, from the routine filing of the necessary court documents to a myriad of complex tax returns. Trustees and Personal Representative have complex responsibilities and potential personal liability for even the most innocent of errors.

Waterfall’s experienced and caring attorneys work closely with Personal Representatives and Trustees and provide key guidance through all aspects of the multifaceted and emotional post-death administration process. With our experience, we help identify opportunities to reduce taxes and avoid costly mistakes and problems that delay asset distributions, jeopardize the financial interests of loved ones or cause family conflicts. Our lawyers provide expert advice to individuals handling an estate or trust for the very first time. We also work closely with your team of financial advisors to carefully coordinate and collaborate to enhance the strategies being implemented. With our help, family members can complete an administration without being overwhelmed and feeling unduly burdened. We carefully explain the entire process from start to finish and ensure that an estate or trust is distributed according to the expressed wishes of your loved one.

Our probate and trust practice is enhanced by the other valuable resources of our firm. By working as a team, we are able to address every legal issue that can be faced in passing a legacy to family members and friends. The breadth of experience of our team makes us uniquely qualified to assist clients with all aspects of probate settlement and trust administration.

Recognizing our skill in handling estate and trusts, we frequently represent beneficiaries in protecting their interests in an estate or trust, working with other beneficiaries and resolving disputes caused by confusing or ambiguous language in a will or trust.

We welcome the opportunity to work with you and your family in this legally challenging and emotional process.


Our Probate and Trust Administration Attorneys: