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Settling Living Trusts and Administering Estates After Death

Experienced, Dedicated Legal Service in Memphis, Tennessee

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At Windsor Law Firm, we provide comprehensive estate administration services, including the creation of living trusts to help our clients minimize the probate process.

Attorney John R. Windsor Jr. has a Masters Degree in Taxation and has been licensed to practice law since 1991. He is an experienced lawyer who provides, personal, diligent and knowledgeable services for clients with both simple and complex estates. Our law firm has a system in place to help make estate administration simple, even for complex estates.

For an initial consultation to discuss living trust settlements and estate administration, call us today at (901) 680-0101 or This e-mail address is being protected from spambots. You need JavaScript enabled to view it our offices online.

Minimizing Probate With a Living Trust

Many individuals attempt to minimize probate through the creation of living trusts. A living trust facilitates the transfer from any person, trust or entity to any person, trust or entity. At the Windsor Law Firm, we create living trusts to help clients minimize the need for probate, and we also handle issues involved in living trust settlement. We can also handle issues involving ancillary real estate in other states, as well as the administration of other complex assets.

Some of the things we can help with when hired to handle estate settlement, include:

  • Enhanced tracking functions to help you stay on top of funding projects
  • New "balance sheet" reports showing asset balance between husband and wife
  • Each case uses it own answer file
  • Gather the estate assets, whether in a living trust or not
  • Evaluate your estate planning documents and determine what is required,
  • Create Trustee authority
  • Determine type, character and value of each asset
  • Determine allocation, distribution and division of assets, balancing document requirements, Trustee obligations and tax planning options
  • Transfer assets according to the estate documents or requirements of state law

Keep in mind that probate is not always avoidable, nor should it be. If we created the living trust, it is highly likely that we will be able to minimize probate when the trust is settled. We stand by our work. But if we did not create the trust, we cannot make guarantee you will be able to avoid probate.

Steps in the Estate Administration Process

  • First Meeting: During the first meeting, the focus will be on gathering all of the pertinent information about the decedent, the estate documents, and financial data. We will discuss the preliminary information available, its relevancy and explain the process ahead and determine the complexity of the estate's administration.
  • Second Meeting: During the next meeting, the discussion will focus on the legal documents and asset structure of the estate. Following detailed overview of the estate administration process, and in-depth conversation, we will have a better understanding of the family's dynamics, needs and desires.
  • Recommendations: Based on what is learned we will present recommendations, including a discussion about all fees, deadlines, and responsibilities. We will outline the tasks that lie ahead so that the family members understand each step and the approximate time line. Our law firm will transform complex financial and emotional considerations into a workable and understandable plan.

If you would like to discuss estate administration and living trust settlement with attorney John R. Windsor, Jr., we welcome you to call us today at (901) 680-0101 or contact our offices online.

 
 

Windsor Law Firm

6800 Poplar Avenue
Atrium I, Suite 120
Germantown, TN 38138
Map and Directions

Phone: (901) 680-0101
Fax: (866) 299-4784
E-mail Us

Major Credit Cards Accepted

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