Pugh Moak P.C. would be happy to help you with the administration of a loved one’s estate and trust. When a person close to you dies, you may feel overwhelmed and not know what to do first. This is where we come in.
We will meet with you, and provide you with the guidance you need in order to administer the estate and trust fully and in compliance with the law. We can be as involved as you want. For most of our clients, we have an initial meeting where we give them a road map of their next steps. Then we may work with them again when they are preparing to sell real estate or make a partial distribution. We will also remind them to prepare accountings and tax returns and provide guidance as to what information the accounting should include. Some clients like for us to be more involved and to communicate with the beneficiaries and creditors for them. It is really up to you.
What we don’t do is litigation. So, if you think that you have a situation where beneficiaries will be suing the trustee, we are probably not the firm for you.