Probate is the legal process through which a Court oversees the transfer of assets from a deceased person to their heirs. This complex procedure involves filing specific legal forms and is supervised by the Probate Court in the county where the decedent resided at the time of their passing.

Navigating probate law and its associated challenges can be overwhelming, expensive and time-consuming, especially when you’re dealing with the loss of a loved one. That’s why it’s crucial to consult a knowledgeable probate attorney who can help you understand the process and make arrangements to ensure your wishes are respected. At the Bernstein Law Group, PC, conveniently located in Beverly, MA, we serve clients throughout the greater Boston area, with a focus on Essex and Middlesex Counties. Our experienced team offers comprehensive assistance with various probate matters, including:

  1. Informal and Formal Administration of Estates and Probating of Wills

  2. Asset Distribution

  3. Summary and Ancillary Administration

  4. Estate Tax (IRS Form 706 & DOR Form M-706) Preparation & Filing

Trust Settlement. In addition to probate administration, we also specialize in trust settlement. When a loved one has established a trust, our experienced team can guide you through the trust settlement process, ensuring that the trust is administered according to the grantor’s intentions. We handle all aspects of trust administration, including:

– Identifying and gathering trust assets

– Evaluating and paying any outstanding debts or taxes

– Distributing trust assets to beneficiaries as specified in the trust document

– Providing ongoing support and guidance to trustees throughout the process

Our goal is to simplify the trust and estate administration process, minimizing complexities and providing you with peace of mind during this challenging time.

It’s worth noting that probate proceedings may not always be necessary, even if the decedent did not have a Living Trust. Regardless of the circumstances, it’s important for family members to seek guidance from an Estate Planning and Trust Administration attorney to safeguard their property rights and ensure the proper transfer of the decedent’s assets to the rightful heirs.

At the Bernstein Law Group, PC, we understand the importance of expediting the trust and estate administration process efficiently and cost-effectively. Our team is dedicated to streamlining the procedure, ensuring that the trust settlement is handled with care and in accordance with the grantor’s wishes.

Let Us Help You Simplify the Trust and Estate Administration Process Today

Don’t let the complexities of trust and probate administration overwhelm you. Contact the Bernstein Law Group, PC, located in Beverly, MA, and serving clients throughout the greater Boston area, including Essex and Middlesex Counties. Call our offices at (978) 825-0033 and schedule a consultation with one of our experienced trust and probate attorneys. We’re here to guide you through the process, whether it involves probate administration or trust settlement.