Estate Administration

What steps have to be taken?

When somebody dies, the paperwork involved in proving the will and in sorting out the deceased’s property can be daunting for the family.

Contents

• Deceased estate administration
• What is the difference between executors and trustees?
• Trustees’ duties
• What if a will is challenged or is inappropriate?
• What about mediation?
• Who is entitled to make a claim against an estate?

• Timing of distribution
• Manner of distribution and tax provision
• Notes to the beneficiaries of an estate
• Role of the lawyer for the estate and fees
• Helpful information for your lawyer
• Client identification obligations