Probate and Estate Administration

Estate administration is the legal process of transferring assets from the name of the deceased individual to those people inheriting assets in the individual’s estate planning or by operation of law. We counsel and represent executors,personal representatives, trustees and beneficiaries on the proper settlement of estates and administration of trusts to ensure prompt resolution and minimize stress at an already difficult time.

In guiding clients through the process, we 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 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.

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, completing beneficiary claim forms, assisting with trust funding, providing trustee representation, preparing inheritance tax returns, and closing the proceedings.

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.Often individuals do not know where to begin when someone dies. We provide full-service estate administration services to guide families through the process from start to finish.

The attorneys of Rebecca W. Geyer & Associates, PC assist clients with Estate Planning and Elder Law needs, including Wills and Trusts, Advance Directives, Estate Administration, Medicaid, Veterans Benefits, and Special Needs, in Indianapolis, Indiana and the surrounding counties of Boone, Hancock, Hamilton, Hendricks, Howard, Johnson, and Morgan.