Probate and Post-Death Trust Administration

The post-death administration of a loved one’s estate is often a time consuming and demanding responsibility for family members, most notably, the surviving spouse. The Law Offices of David A. Charous, Ltd. has considerable experience in guiding families through the post-death administration of estates and trusts. Our firm is a strong believer in taking a “hand holding” approach with our clients, guiding them step by step to the conclusion of the administration. Our office can assist you with the following:

  • Identifying probate and non-probate assets, including an explanation of the differences between these types of assets.

  • Representation in the probate court, including the filing of petitions for Letters of Office; appointment of the Executor; the review, analysis and explanation of the decedent’s Last Will and Testament; disclaimer planning, and fulfilling statutory requirements pertaining to the issuance of proper notices to heirs and beneficiaries.

  • Providing an analysis of the immediate financial needs of the surviving spouse and dependent beneficiaries, including cash flow planning.

  • Distribution planning, including the timing of distributions for the surviving spouse and other beneficiaries, including minors and beneficiaries with disabilities.

  • Handling of family disputes concerning the administration of the decedent’s estate.

  • Preparation of accountings for the executor and estate beneficiaries.

  • Retitling of estate assets prior to and subsequent to final distribution.

  • Planning for the distribution of the decedent’s IRA’s and other retirement plans, including analysis of beneficiary designation forms, and distribution options.

  • Closing and distribution of the estate, including preparation of final reports and receipts from beneficiaries.

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