Estate and Trust Administration
At Meyerson Law, our Trust and Estate Administration team guides you through every phase of estate and trust management with attentiveness, transparency, and expertise. As your dedicated fiduciary, we can handle every procedural and administrative detail, including:
- Opening the estate: Preparing and filing all necessary court applications to begin probate
- Notifying interested parties: Drafting and serving formal notices to heirs and beneficiaries
- Heir outreach: Contacting family members directly to explain the process and answer their questions
- Creditor notices: Preparing and publishing the statutorily required Notice to Debtors and Creditors under Georgia law
- Debt and asset guidance: Advising on payment of outstanding obligations and distribution of assets to beneficiaries
- Real estate deeds: Drafting, reviewing, and recording deeds for Georgia properties
- Dispute resolution: Facilitating negotiations or mediations with beneficiaries, creditors, or insurers
- Contract negotiation: Reviewing and negotiating agreements on behalf of the estate or trust
- Claims processing: Completing beneficiary claim forms and related transfer documentation
- Accounting and inventory: Compiling detailed asset inventories and formal accountings
- Tax coordination: Working closely with your accountant on estate and fiduciary tax filings
- Court representation: Accompanying you to probate hearings and other court appearances
- Final discharge: Preparing and filing the petition to discharge the personal representative
At its heart, the relationship between you and your fiduciary is built on trust and confidence. Knowing that they’re legally required to act in your best interest helps you focus on what matters most, secure in the knowledge that your rights and goals are always protected.
By entrusting these responsibilities to Meyerson Law, you can be confident that every step is managed professionally—allowing your family to focus on what matters most.
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