Estate & Trust Administration

We help you make sense of duties that can seem confusing and often overwhelming to an individual.

Richards Buell Sutton LLP's team of Estate and Trust Administrators offer an extensive knowledge and skill level to assist any client that acts as a trustee or as an executor of an estate.  RBS acknowledges that the law surrounding a trustee or an executor and the duties imposed by those laws can seem confusing and often over-whelming to an individual.  Our services can help to ensure their is no personal liability subjected to an individual by explaining the laws until an understanding is reached and the duties of the estate or trust can be carried out. 

What We Do

Our team has the experience to provide a number of services to both trustees and executors, including:

  • Legal opinions
  • Managing ongoing trusts and working with external financial services, advisors, and accountants 
  • Advising executors or trustees on their obligations
  • Advising executors or trustess of estate accounts and trustees fees  
  • Probate or letters of administration
  • Create application documents and file accordingly
  • Handle land transfers
  • Trust wind up
  •  Estate and trust distribution

What You Can Expect From Us

We take the necessary time to fully understand your situation and your desired end result. Our lawyers work closely with your investment, insurance, and tax advisors, and your existing legal advisors, to preserve and support your existing relationships. The firm also take great care to ensure that all client information remains strictly confidential.