Estate and Trust Administration

Are You in Need of Assistance with Any of the Following?

  1. Accessing and Handling a Loved One’s Assets After Their Passing.
  2. Interpreting the Estate Planning Documents of a Deceased Loved One and Identifying the Responsible Parties for Estate Administration.
  3. Understanding Your Role as a Named Agent in an Estate Plan and Defining Your Responsibilities and Duties.
  4. Managing the Trust Document of an Incapacitated or Deceased Loved One.
  5. Preparing and Submitting an Estate Tax Return for a Deceased Individual.
  6. Opening up a probate matter for the deceased individual.

At Pesce Law Office, we specialize in providing estate and trust administration services to individuals who have been designated as successor agents in estate planning documents. We can guide you through the intricacies of Massachusetts trust and estate laws, ensuring a smooth and efficient process.

Our Estate and Trust Administration Process:

  1. Begin with Our Planning Questionnaire: Our Planning Questionnaire serves as a vital tool to gather essential information about the incapacitated or deceased individual, including details about their assets and liabilities. In addition to completing the questionnaire, you’ll have the opportunity to securely submit any existing estate planning documents through our designated platform. This initial step allows us to familiarize ourselves with the unique circumstances of the case and create a comprehensive roadmap for the estate and/or trust administration process.
  2. Engage in a Virtual Strategy Session: During the Strategy Session, you’ll have the chance to meet virtually with Attorney Jessica Pesce.  In this session, Jessica will provide recommendations for estate and trust administration.  She will outline the precise steps required for the process and address any questions or concerns you may have.  The cost of the Strategy Session is $375.  At the end of the session, Jessica will also discuss the process and cost to retaining Pesce Law Office for assistance with estate or trust administration services.  

Pesce Law Office is the Right Choice for You if:

  1. All parties involved are in agreement, and there is no conflict among the named agents or beneficiaries.
  2. You understand that estate and trust administration can be a time-consuming process, often taking a year or more to complete.
  3. You recognize that while Pesce Law strives to handle much of the workload for clients, there will be specific tasks on your part to address during the process.
  4. You are comfortable with the fact that Pesce Law requires a minimum retainer to take on these types of cases and bills on an hourly basis until the matter concludes or the retainer needs replenishing.

Pesce Law Office May Not Be the Right Fit for You if:

  1. The situation is contested, meaning that one or more of the involved parties are in disagreement.
  2. You are seeking assistance with guardianship or conservatorship appointments.
  3. You prefer not to pay a retainer for this type of work or be billed at an hourly rate.

Frequently Asked Questions

During the strategy session, Attorney Jessica Pesce outlines the essential steps involved in the estate or trust administration process. To provide you with accurate guidance, substantial preparation is required. This includes reviewing the planning questionnaire, assessing the potential estate tax liability, determining the need for a probate petition, if any, and carefully examining any existing estate planning documents.

Contested cases demand a significant commitment of time and resources that currently exceed our capacity. These cases often involve court appearances, mediation, and a high level of availability. If you have a contested matter, please reach out via email, and we’ll gladly connect you with another qualified attorney who can provide the assistance you need.

Similar to contested cases, handling guardianship and conservatorship matters demands a level of time and resources that exceeds our current capacity at Pesce Law. If you require support in these areas, please don’t hesitate to inform us, and we will gladly connect you with a trusted colleague who can provide the assistance you need.

I wish I could give you a straightforward answer, but, as attorneys love to say, it depends!  The cost varies for each case, depending on factors such as the presence of existing estate planning documents, the nature and value of assets, and the number of parties involved. To ensure we can provide the necessary support, Pesce Law Office requests a minimum retainer for these cases and bills on an hourly basis for the services provided or expenses incurred.

Contact Pesce Law Office Today To Learn More About Estate Administration

It is important for the estate administrator or personal representative to act responsibly, diligently, and transparently throughout the estate administration process. Seeking guidance from professionals, such as Jessica Pesce, an estate administration and estate tax attorney, can help ensure compliance with legal requirements and navigate complex financial, tax, and legal matters effectively.

Contact us today to learn more about how we can assist with your estate planning needs and give you peace of mind for the future.