Probate and Trust Settlement

Read below to learn more about how Gregorek & Associates, PLLC can help you with your probate and trust settlement needs.

General information

Probate is the legal process through which a decedent's estate is passed on to his or her beneficiaries.

If a will exists, the probate court confirms that the will is valid and hears any objections. After the decedent's creditors are paid, the estate is distributed in accordance with the terms and conditions of the will.

If a person dies without a will, the probate court appoints someone to pay the decedent's creditors and then distribute the remaining property. Since there is no will, this is done in accordance with the laws of intestacy.

Our services

Our probate and trust services include, but are not limited to, the following:

Representation of trustee

The lawyers, paralegals and accountants at Gregorek and Associates, PLLC assist the personal representative of the estate or the trustee of a trust in the gathering, safeguarding and preservation of assets; identifying liabilities; obtaining date of death valuations; preparing an inventory; and accounting and the ultimate distribution of the decedent's assets in full compliance with a will or trust or the laws of intestacy.

Tax return preparation

We prepare any necessary federal or state estate tax returns as well as the appropriate documents to obtain a release of any liens on a decedent's real estate.

Probate and trust settlement

We assure that all steps are properly taken in order to carry out the decedent's intent in accordance with the law in a timely manner. We are always working with the appropriate personal representatives, administrators, or trustees and keeping them timely informed.

Valuation of estates and trusts

A well-documented valuation by qualified a professional is critical to helping you achieve your financial objectives. Gregorek and Associates, PLLC is experienced in handling these matters.

Trust terminations

Should you be confronted with a need to terminate your trust plans, you will benefit greatly from the guidance of an experienced legal professional who can help you navigate the process. Depending on how the trust was set up, you may need to build a strong case for why change or termination is warranted. The attorneys at Gregorek and Associates, PLLC can assist you.

Representation to beneficiaries and heirs

During probate when a will or trust is to be executed, our attorneys can represent heirs' or beneficiaries' interests to ensure the terms are executed faithfully and the rights and best interests of all parties involved are protected.

To find out how we can help, contact the firm today.