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Probate & Trust Administration Services

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Probate & Trust Administration Services

At Kelly M. Williams, PLLC, we provide comprehensive probate and trust administration services designed to guide families and fiduciaries through the often complex legal and financial responsibilities that arise after the death of a loved one. Our experienced attorneys are committed to managing the administration process with efficiency, transparency, and compassion.

Our Probate Services Include:

Filing and managing probate petitions with the appropriate court

Identifying and valuing estate assets

Resolving creditor claims and paying outstanding debts

Preparing and filing estate tax returns

Distributing assets to beneficiaries in accordance with the will or state law

Representing clients in probate disputes or will contests, if necessary

Our Trust Administration Services Include:

Assisting trustees in understanding and fulfilling their legal duties

Interpreting and implementing the terms of the trust

Managing and distributing trust assets

Preparing trust accountings and tax filings

Advising on fiduciary responsibilities and risk mitigation

Handling trust disputes or litigation when they arise

We work closely with executors, trustees, beneficiaries, and financial advisors to ensure every aspect of the administration process is handled properly and in accordance with applicable laws. Whether administering a straightforward estate or navigating a complex trust, Kelly M. Williams, PLLC provides skilled legal guidance every step of the way.

Frequently Asked Questions

What is probate?
Probate is the legal process of administering a deceased person’s estate. This includes validating their will (if one exists), paying debts and taxes, and distributing assets to beneficiaries. The court oversees this process to ensure everything is done according to the law.
Do all estates have to go through probate?
Not necessarily. Some assets—like those held in a trust, jointly owned property, or accounts with designated beneficiaries—may pass directly to beneficiaries without probate. However, if the deceased owned assets solely in their name, probate is often required.
What is trust administration?
Trust administration is the process of managing and distributing the assets held in a trust after the trust creator (the grantor) has passed away. This includes notifying beneficiaries, paying any debts or taxes, and transferring assets, all according to the terms of the trust.
What’s the difference between probate and trust administration?
Probate is a court-supervised process, while trust administration typically happens outside of court. Trust administration can often be quicker and more private than probate.
How long does probate take?
The length of probate varies depending on the complexity of the estate and whether any disputes arise. In general, it can take anywhere from several months to over a year.
Who is in charge of the process?
In probate, the court appoints a personal representative (also called an executor or administrator). In trust administration, the successor trustee named in the trust document is responsible for handling the process.
Do I need a lawyer for probate or trust administration?
While it’s not always legally required, having an experienced attorney can help ensure everything is done correctly and efficiently. Probate and trust laws can be complex, and an attorney can guide you through the process and help avoid costly mistakes.
What are the costs involved?
Costs can vary based on the size and complexity of the estate or trust. They may include court fees, legal fees, accounting fees, and other administrative expenses. In some cases, these fees can be paid from the estate or trust assets.
Can disputes arise during administration?
Yes. Family disagreements, questions about a will or trust’s validity, or concerns about how assets are being managed can lead to disputes. An attorney can help address or prevent these issues by ensuring everything is handled properly and transparently.
Our Practice Areas
Estate Planning
Probate & Trust Administration
Residential Real Estate
Uncontested Divorce
Need Legal Assistance?
Contact us today to schedule a consultation with Kelly M. Williams.
“Kelly’s estate planning expertise gave our family peace of mind. She made the process simple and stress-free.”
Michael & Teresa Rodriguez
Estate Planning Clients

Let Us Help You Navigate Probate and Trust Matters

Losing a loved one is hard enough—let us handle the legal complexities of probate and trust administration with care and clarity.