Probate Administration

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Probate is the legal process of distributing a person’s assets in accordance with their wishes as set forth in their Last Will and Testament. If no Will is in place, Michigan law provides a default plan for how assets will be distributed.

 

If you have been named as a Personal Representative, the responsibilities can feel overwhelming. There are many matters to address following the loss of a loved one—understanding the legal process should not add to that burden. We provide clear guidance and support throughout the probate process, handling the details while helping you understand each step along the way.

 

The probate process typically includes:

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• Filing a petition with the appropriate probate court to open the estate and admit the Will

• Providing notice to heirs, beneficiaries, creditors, and other interested parties

• Appointment of the Personal Representative

• Inventory and appraisal of estate assets

• Payment of taxes and administrative expenses

• Payment of valid creditor claims

• Distribution of assets to beneficiaries

 

Trust Administration

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A properly drafted and funded trust can often avoid probate. However, administering a trust still involves important legal and financial responsibilities. Successor Trustees are often balancing these duties alongside their personal and professional obligations and may not have the time or experience required to manage the process efficiently.

 

We assist Successor Trustees in navigating the trust administration process, ensuring that all responsibilities are handled properly and in accordance with the terms of the trust. In some cases, a corporate trustee may also be considered as an alternative to an individual trustee.

Trust administration typically includes:

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• Notifying beneficiaries

• Gathering and valuing trust assets

• Managing trust assets during the administration period

• Notifying potential creditors

• Paying debts, taxes, and final expenses

• Distributing assets in accordance with the terms of the trust