After the death of a loved one, the last thing you want to do is think about the legal ramifications. Unfortunately, it’s important to move quickly to start the probate process, administer trusts, and file any necessary estate tax returns. This complicated process is made much simpler when you have a trust administration lawyer in your corner.
Our attorneys at Bachus, Brom & Taylor, LLC have extensive experience advising family members and fiduciaries in tragic times. We provide compassionate, efficient services to handle the probate process with sensitivity so that it doesn’t have to drag on any longer than it should. If you or a family member has a trust that must be handled after passing, our Shelby, AL trust administration lawyers can help.
After a person’s death, their assets must be distributed to heirs and beneficiaries in accordance with their will. If they held assets in a trust, it’s vital to have experienced attorneys to advise trustees and beneficiaries on their roles, rights, and responsibilities in connection with the trust. While a trust typically has clear directives and trustees have a fiduciary obligation to beneficiaries, mistakes — both honest and intentional — sometimes happen. This may lead to probate court or personal liability issues, which can put unnecessary financial strain and emotional stress on families in an already difficult time.
Trustees should have experienced legal counsel to guide them through the process to ensure they meet their obligations and carry out all trust directives appropriately. Beneficiaries should entrust attorneys to ensure the trustee is acting in accordance with their fiduciary obligations and that everyone named in a trust receives their just benefit.
Baruch, Brom & Taylor has guided many families through the trust administration process in accordance with Alabama’s laws and can help families through both out-of-court procedures and in resolving matters before they have to be brought to court, too.
Seamless trust administration ensures no inter-family conflict and avoids potential personal liability issues arising from misuse or allocation of trust funds by trustees. We ensure the needs and interests of each individual and family are met both now and for the long term future.
Managing a trust is an important responsibility, and in addition to trust administration, we may also assist in the following probate processes:
The legal process after a loved one dies is an inconvenience at best and painful at worst. Our experienced legal team and probate experts can provide compassionate guidance through trust administration to ensure both trustees and beneficiaries are adequately represented and meet their fiduciary duties.
If you’re responsible for managing a trust, are a named beneficiary, or own one yourself, it’s never too early to think about how that trust will be handled upon the trustor’s passing. Contact our Shelby County, AL trust administration lawyer at Bachus, Brom & Taylor, LLC to start planning for your family’s future.
