Massachusetts Probate & Trust Administration Attorneys
After the death of a loved one, executors, personal representatives, and trustees often need to make important financial and legal decisions while grieving. O’Connell Law helps Massachusetts families understand the probate process, administer trusts, and carry out estate settlement duties with compassion and practical guidance.
If you are looking for a probate attorney Massachusetts families can turn to for clear next steps, our team can help you understand what must be filed, who must be notified, how assets and debts are handled, and when a trustee or personal representative should ask for legal support.
Probate Services
If your loved one didn’t have an estate plan, including a last will and testament and a trust, in place at the time of their passing then you may currently find yourself in the long and often frustrating process known as “probate.”
We’re here to help you with every aspect of probating your loved one’s estate, including helping you with:
- Gathering all property from the estate and assessing its value
- Collecting all investment income such as dividends, stocks, etc.
- Determining payment methods for all claims, debts, and taxes against the estate
- Preparing estate tax returns
- Distributing property to beneficiaries and heirs
- Filing documentation with the court
We understand what you are going through during this difficult time, and our probate attorneys will guide you through the probate process compassionately and efficiently, so you can focus on what’s most important….coming to terms with your loss.
TRUST ADMINISTRATION
Our trust attorneys bring years of trust administration service expertise to any client engagement. We’re ready to support you as you make decisions related to the role of a trustee, including reviewing a memorandum of trust when institutions need proof of authority.
We assist with:
- Any necessary court filings
- Filing with the State taxing authorities and the IRS
- Notifying certain individuals in accordance with the law
- Opening bank accounts
- Settling creditor claims
- Paying final expenses
- Arranging for the sale of assets
- And more—all while making sure that proper accounting is maintained throughout the process and provided to your trust’s beneficiaries.
We can also work closely with your existing personal representatives and advisors to ensure the directives of the living trust are carried out thoroughly and expeditiously.
How Can
We Help You
Today?
If you are currently faced with the prospect of probating an estate or administering a trust, we’re here for you. Contact our team today to discuss your situation. You are not alone during this difficult time. We’re here to help you every step of the way.
Ready to see how we can help?
3 Eliot Street • Natick, MA 01760
