Estate Planning & Administration

iStock_000017050592Large.jpgAlex helps Personal Representatives and Trustees of Revocable Living Trusts administer the estates of deceased individuals. He can help determine if a probate is needed or whether a less formal means of administration is possible when dealing with the following:

  • Collection of assets.

  • Filing claims for insurance proceeds and death benefits.

  • Arrangement for asset appraisals and valuations.

  • Notification and dealings with the deceased’s creditors.

  • Overseeing the transfer, sale and distribution of the decedent’s assets.

Alex also drafts wills, living trusts, charitable trusts and life insurance trusts, durable powers of attorney, and living wills or directive to physicians.