Post-Death Trust Administration refers to the process of collecting, inventorying and appraising assets, paying and collecting debts, filing and paying estate taxes, and distributing any remaining assets to beneficiaries of your loved one. Many times when a loved one passes, there can be complex requirements in the handling of the estate. During this difficult time, family members and trustees can become overwhelmed. Our goal is to handle these situations with compassion and sensitivity. Trust Administration can be handled privately and often – at least in terms of asset distribution – in a shorter amount of time.
Our lawyers advise trustees. We present trustees a roadmap of the trust to which they obligate themselves so as to properly fulfill its terms. Then we continue to be a resource for the trustees to ensure that the job is being done right over time.
Estate administration also includes the ongoing needs of the trust such as filing annual tax returns for the trust, protecting the assets of the trust, supervising trust investments, and generally administering the trust so that the rights of multiple current and or future beneficiaries are met.
Contact Us today if you need assistance with the administration of your trust.
What Our Chicago Clients Are Saying About Us
"Eric, Thanks again for helping me get this signed and completed. It's a big comfort knowing that my will and estate is in order. Thank you again for your generosity and friendship. I really appreciate being able to get this taken care of and with a certain level of confidence. I trust you and feel really comfortable with your advice. I've already referred some friends to you. I will continue to be your advocate and biggest fan!"
"We felt very comfortable with both attorneys. We would feel comfortable if we had to call to have questions answered. The atmosphere with Mr. Matlin was great, and we left the office feeling positive about something that is so important to us."
"I believe Eric did an excellent job communicating the related issues, options and was very helpful in assisting in making final decisions. The process was very helpful and resulted in us making the right decisions for ourselves. It was very easy and educational to work with Eric Matlin and his team."
"There were areas that we had no idea how to handle. Eric Matlin always had a reasonable, often unique, solution. I would definitely recommend this firm."
"I highly recommend Julie Koldziej for Estate Law. She is detailed, concerned and truly invested in you as a person. She takes time to listen to all the ins and outs of your situation and helps to make decisions based on the total picture. With my complex family dynamics, she has brought me a lot of peace of mind in moving forward with my Mother's affairs after the death of my Dad. Great Results, Personable, High Integrity."
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