Probate & Trust Administration

Probate and Trust Administration The death of a loved one may be life’s most stressful event. At a time when people are grieving over their loss, the probate and trust administration process begins. If you have been named as the Personal Representative or Trustee, you may be puzzled about what needs to happen next. The law and procedures involved in Probate and Trust Administration can seem like a legal maze. At Mortel Law, PLLC, we have in-depth knowledge of this important area of law and are able to take the legal burden off your shoulders following the loss of your loved one. We will guide you through the process of distribution of assets and do everything possible to ease your burden at this emotional time.

Probate Administration

Probate is the court process for the transfer of assets from a deceased person to his or her heirs or other designated devisees. If the decedent left a will, the will is submitted to the probate court. The court then appoints a personal representative who has a duty to oversee the proceedings in order to make sure all transfers are done according to the wishes of the deceased as articulated in the will. If there is no will, assets are distributed according to state law and any alleged desire of the decedent is disregarded. Probate administration also includes the process of paying the decedent’s debts, handling claims and taxes. Creditors must be given an opportunity to file a claim with the court. We work to make this process as smooth and cost effective as possible. We will be available to answer all your questions and assist with streamlining the process in order to avoid delays.

Trust Administration

Trusts can be complicated. Some have many beneficiaries and high value assets. The law imposes duties and obligations on trustees when the maker of the trust passes away. At Mortel Law, PLLC, we work with trustees to be sure their interests are protected as well as those of the trust beneficiaries. We also can help the trustee makes sure that all legally required actions are completed so that the purposes of the trust are carried out, such as savings on estate taxes.

Call Mortel Law, PLLC

Jennifer Mortel, founder of Mortel Law, PLLC, has the experience you need to assist you in probate and trust administration. She is admitted to practice in both Minnesota and Wisconsin. Call her today at 651-288-2843 for a free consultation.