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Providing Prompt And Skilled Counsel Throughout The Estate And Trust Administration Process

At R. Lee & Associates, P.C., our estate and trust administration practice provides counsel and representation to executors, personal representatives, trustees and beneficiaries on various issues, including the proper settlement of estates and administration of trusts.

In guiding clients through the process, our attorneys provide clear explanations of all legal requirements and filings. We are responsive to each client’s unique situation and develop appropriate plans and strategies to facilitate the proceedings. We work diligently towards the prompt settlement of the estate and the distribution of assets. In all matters, we emphasize regular communication to all involved to reduce the likelihood of conflict. Whether you are an Indiana resident or live out-of-state, our team is equipped to assist you with an Indiana estate or trust administration.

Comprehensive Services

Our attorneys have decades of experience with straightforward and complex administration concerns. Drawing on their extensive insight, they are able to identify problematic issues that may delay proceedings and address these matters before they escalate. Wherever you are in the administration process, our attorneys are ready to step in and help you move forward.

Services we regularly provide for clients in this practice area include:

  • Commencing probate proceedings
  • Advising clients regarding the valuation and taxation of property interests
  • Assisting with the evaluation and orderly payment of claims
  • Advising clients regarding title issues and the proper disposition and distribution of assets
  • Assisting with trust funding
  • Providing trustee representation
  • Closing of the proceedings

Settling an estate or trust can be an overwhelming responsibility. Many of our clients have found that our comprehensive services give them the peace of mind that they need during a challenging time.

Get Started With A Consultation

All estate and trust administration matters are handled with the utmost sensitivity and empathy to minimize the emotional strain on family members in often very difficult circumstances. Contact us today to learn how we can make a positive difference in how your concerns are resolved. You can reach an experienced lawyer at our firm via our online contact form or by calling 317-597-5880.