Are you a Trustee or Trust Beneficiary with financial responsibilities that seem a little overwhelming? You may have realized there are several legal obligations, processes and actions in taking on the role of a Trustee or Personal Representative. Here at the Wright Firm, we have years of experience in providing these services and want to help you achieve peace of mind in knowing that everything is taken care of from start to finish. With our Estate & Trust Administration services, we guide you through pertinent procedures such as probate, the process by which a Court and the county Register of Wills oversee a Personal Representative’s administration and distribution of an estate in accordance with the decedent’s will and the law. The Wright Firm provides counseling and services to keep you on track and make sure all of your duties are tended to thoroughly and properly.
Whether you have recently acquired these responsibilities or have been handling them for years, we will help you with all of your needs and concerns. Our Estate & Trust Administration services include guidance and advice with probate obligations, counseling and implementation for the administration of trusts, filing estate and gift tax returns, and the preparation of fiduciary income tax.
Give us a call at (410) 224-7800 to set up a consultation.