Estate Administration

divider line

Professional Guidance and Personalized Support for Efficient and Stress-Free Estate Settlement

We offer professional guidance and personalized support for Personal Representatives and Successor Trustees administering a loved one’s estate. Whether you are probating a loved one’s Will, or an estate where your loved one didn’t have a valid Will, or you are administering a Trust, we can help guide you through the estate administration journey ensuring that the estate is administered efficiently and as your deceased loved one intended. Settling a loved one’s estate is never easy; however, we can relieve some of the burden for you.

probate admin icon

Probate Administration

checkmark

With a Valid Will

checkmark

Without a Valid Will

estate planning services

Trust Administration

checkmark

With a Funded Trust

checkmark

With an Unfunded or Partially Funded Trust

elder law featured image

Why Is It Important?

Estate Administration includes probate and trust administration depending on your plan and asset alignment. These are legal processes that help ensure your wishes are carried out and your loved ones are taken care of after you pass away.

It involves managing and distributing a deceased person’s assets according to their Will, state intestacy laws (if no Will or trust is in place), or their trust. It is a thoughtful and organized way to handle the legal and financial aspects of someone’s estate, making sure that everything is done according to their wishes.

What is Probate?

Probate is the public, court-supervised process of validating a Will, paying debts, and distributing assets to beneficiaries according to the terms of the Will. If you pass away without a valid Will in South Carolina, the state writes a Will for you determining who shall receive your assets upon completion of the probate process. While probate can seem daunting, it is designed to protect the interests of all parties involved and ensure that the deceased person’s wishes are carried out fairly and transparently.

What is Trust Administration?

Trust administration, on the other hand, is a process that involves managing assets placed in a trust for the benefit of beneficiaries. It is a flexible and private alternative to probate that allows for the efficient transfer of assets and the protection of beneficiaries’ interests.

Overall, probate and trust administration are unavoidable components of the estate planning journey. It is the finish line where everything you planned for during life is carried out. By understanding and navigating these processes with care and compassion, you can give your deceased loved one and their beneficiaries one final gift. The gift of settling their estate and passing on their legacy to their beneficiaries.

Our Process

multi color line

1

You reach out to us to schedule your Estate Administration Sharing & Education Conversation. The fee for this conversation is $500. If you retain us to guide you on your Estate Administration Journey, this fee is applied to the legal services provided.

2

You complete your Estate Administration Questionnaire and collect the requested documents to bring with you to our conversation.

3

We meet where you are comfortable so you can share your story with us.

4

You determine if you need/want our guidance on your journey. Click the link below to review our Fee Schedule outlining fees for Estate Administration services.

Fee Schedule

(download)

What Our Clients Are Saying About Us

Browse our client reviews and learn how our services have helped them.

client review

Reach Out to Schedule Your Estate Administration Sharing & Education Conversation Today

divider line

Please let us know if you have any specific concerns you wish to address during our conversation.