Weinstein & Randisi
Phone:585-310-1578
Toll free:800-768-1780

Resize the Content Text

Legal help with estate administration after a loved one's death

New Yorkers who are tasked with handling the estate administration of a loved one must know what they are dealing with. This is true with trust administration and estate administration. Since the issues surrounding these issues can be so complicated, having legal assistance is a must from the beginning of the process.

Those who are using trusts as part of their estate plan should be aware of how complex they can be. There are many benefits to trusts and these can be used to help a person's loved ones. Trusts are designed for transferring assets so the grantor of the trust keeps control of it even after death with stipulations in the document.

A trustee will be obligated to adhere to the details of the trust. This can be difficult and requires legal assistance from an attorney who is experienced in how an estate plan works, specifically trust administration. A trust allows the transferring of assets without needing to go through probate. This is used to make it simpler, but there are still factors that must be considered. This will include taxes, asset valuation when calculating capital gains and accounting. The administration of a trust is not a simple matter.

When there is probate, this too will require legal assistance. Unlike a trust, wills require probate. The estate administrator and the executor will need to ensure that certain aspects of the testator's estate are dealt with. This includes paying the outstanding debts, determining who the heirs are, distributing the assets of the estate and, as with trusts, accounting.

Since most people who are crafting an estate plan will have individual goals in mind from protecting assets to making certain their heirs follow through on certain requirements, it is not an easy process. With probate and trust administration, legal help is vital. From the time the estate plan is created all the way beyond the testator's death, having a lawyer who is experienced in estate administration is a foundational aspect that should not be ignored.

No Comments

Leave a comment
Comment Information
  • I wanted to write to say how pleased my wife and I were at your professional handling of our estate planning and preparation of new wills. We were put at ease by your visit to our home for an interview and were pleased that you listened to us and captured the things that we felt were important.

    --Robert and Christine Simonson, Fairport
  • In order to finalize the documents we came to your office and were greeted in a very professional manner and we could not have asked for finer service. We left with copies of everything we needed and feel very confident our needs have been met. Thanks again. We will surely recommend you should the opportunity arise.

    — Christine and Robert Simonson, Fairport
  • I have been working with Weinstein & Randisi for about two years now. Elizabeth Randisi, through a very thorough process, has helped my wife and me determine what is really important in our lives. Thus, we were able to draft a living will that reflected our most important values regarding our estate.

    --David and Ajia Cherry, Fairport
  • I would like to give a testimony for Elizabeth Randisi, an estate attorney with Weinstein & Randisi. Her knowledge of wills and estate planning was clearly demonstrated in her presentation to us. Realizing our need for a will, my husband and I went to see Elizabeth.

    --Kathy and Gary Gray, Webster
  • Filing for Medicaid is never an easy or fun process. However, working with the Weinstein & Randisi firm made the process simple and streamlined. We were able to obtain all files and records regarding Medicaid enrollment within a few days using specially prepared checklists and verbiage recommended by our assigned paralegal.

    --Ajia and David Cherry, Fairport
Awarded Top 50 Estate Planning Blog
Email Us For a Response

How Can We Help You?

Bold labels are required.

Contact Information
disclaimer.

The use of the Internet or this form for communication with the firm or any individual member of the firm does not establish an attorney-client relationship. Confidential or time-sensitive information should not be sent through this form.

close

Privacy Policy

Blog Feed

Blog

Weinstein & Randisi - estate planning

290 Linden Oaks, Ste. 200
Rochester, NY 14625

Toll Free: 800-768-1780
Phone: 585-310-1578
Rochester Law Office Map

Map

Call us now for a free, 100% confidential consultation: