ESTATE + TRUST ADMINISTRATION

There are few things harder than losing a loved one. It is even more difficult when having to navigate the complex trust and estate administration process while you and your family are grieving. Kelleher + Holland, LLC can help take the stress out of the process by properly administrating your trust and estate with skill and compassion while taking full advantage of any tax benefits available.

ESTATE ADMINISTRATION + PROBATE

Estate administration is the process of managing and distributing assets when a loved one passes away without any advanced estate planning, which requires court involvement called probate.  Probate proceedings are highly regulated and can bring additional costs, delays of settlement and loss of privacy if not administered properly.  Administering an estate can be an emotional process, but our estate administration attorneys act as personal counselors, and we take our responsibilities very seriously.

Kelleher + Holland, LLC works diligently and efficiently, so you are left with the maximum value of the estate.

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REPRESENTATION OF EXECUTORS + TRUSTEES

With a trust plan in place, the trust administration process begins with the managing and distributing assets when a loved one passes away.

Kelleher + Holland, LLC works as your guide through the process.  Our attorneys also work with your advisors, such as your accountant, insurance advisor and financial advisor to create a synchronized plan to meet the goals and needs of both the estate and the beneficiaries.

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ADDITIONAL ESTATE + TRUST ADMINISTRATION SERVICES

Estate Administration   |   Trust Administration   |   Preparation of Estate + Trust Accountings and Inventories   |   Federal and State Estate Tax Returns + Gift Tax Returns   |   Final Distribution of Assets   |   Payment of Debts + Expenses   |   Tax Strategy + Final Income Tax Return Preparation   |   Contested Trust Litigation   |   Probate Litigation/Will Contests   |   Guardianships (Minors and Adults)

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