Guidance for Executors, Administrators, Trustees and Families
Administering an estate or trust can involve unfamiliar responsibilities at an already difficult time. Attorney Mark C. Hamer assists fiduciaries and families in Rhode Island and Massachusetts with the legal and practical work required to identify assets, address valid obligations and carry out the governing documents.
Estate and Trust Administration May Include
- Probate filings and appointment of an executor or administrator
- Reviewing wills, trusts and beneficiary provisions
- Identifying, valuing and collecting estate assets
- Addressing creditor claims and fiduciary responsibilities
- Preparing inventories, accounts and closing documents
- Coordinating distributions and transfers to beneficiaries
- Working with accountants and other professionals when tax issues arise
Careful administration can reduce delay, avoid preventable disputes and provide beneficiaries with a clear record of what has been done. When questions or disagreements arise, Mark helps clients evaluate the governing documents, applicable law and practical options for resolution.
To discuss an estate or trust administration matter, contact Attorney Hamer or call (401) 400-2502.