Estate & Trust Administration

Simplifying Complex Estate & Trust Processes

Estate and trust administration involves legal processes that must be addressed during what can be a challenging time. With offices in Upstate New York and Florida, McPhillips, Fitzgerald & Cullum LLP assists executors, administrators, and trustees with estate and trust administration matters. Our attorneys work closely with clients to address fiduciary responsibilities related to estate settlement and trust administration in accordance with applicable legal requirements. Our estate and trust administration services include:

• Asset inventory and valuation
• Probate court representation
• Trust funding and administration
• Beneficiary notifications
• Creditor claim management
• Asset distribution oversight
• Fiduciary accounting
• Will interpretation
• Trust document analysis
• Estate litigation matters
• Ancillary probate proceedings

Contact our office to discuss estate or trust administration services and determine what legal assistance may be appropriate for your situation.

Understanding Estate & Trust Administration Challenges

Administering an estate or trust involves legal responsibilities, deadlines, and procedural requirements. Executors and trustees are often required to manage financial matters, address beneficiary concerns, and comply with court and tax obligations. Common challenges associated with estate and trust administration include:

• Probate court procedures
• Tax filing requirements and deadlines
• Beneficiary questions or disputes
• Asset valuation issues
• Creditor claim review
• Fiduciary obligation concerns
• Real estate transfers
• Business interest succession issues
• Trust accounting requirements
• Multi‑jurisdiction administration
• Estate litigation matters
• Inheritance and estate tax considerations

Our attorneys assist clients with addressing these issues as part of the estate and trust administration process.

Why Choose McPhillips, Fitzgerald & Cullum LLP

Selecting legal counsel for estate and trust administration involves choosing a firm with an established presence in trust and estate matters. McPhillips, Fitzgerald & Cullum LLP has provided legal services since 1911. Our firm is characterized by:

• More than a century of continuous legal service
• A team of experienced attorneys
• Martindale‑Hubbell AV rating
• Consultations based on client needs and attorney availability
• Longstanding presence in the communities we serve
• Ongoing communication with clients throughout the process
• Courteous and responsive staff
• Collaborative approach among attorneys
• Attention to the specific circumstances of each matter
• Focus on estate and trust administration services

The team guides trust administration services and supports clients throughout the process.

Contact Us

Estate and trust administration involves important legal responsibilities. The attorneys at McPhillips, Fitzgerald & Cullum LLP assist executors, administrators, and trustees with legal aspects of estate settlement and trust administration. Whether you are beginning the process or addressing specific issues, our team can help with the required legal steps and compliance obligations. Contact our office to discuss your estate or trust administration needs.