At Oberman Law Firm, we understand that navigating probate and estate administration can be overwhelming. Our team combines technical expertise with compassion in order to guide our clients through the probate and administration process.

We represent executors and administrators on a wide range of probate and administration matters, including:

• Preparing and filing court documents;
• Identifying and valuing assets;
• Creditor claims;
• Communicating with beneficiaries;
• Coordinating with tax professionals and advisors;
• Modifying Will provisions through judicial proceedings;
• Distributing estate assets; and
• Funding testamentary trusts.

We also represent estate beneficiaries in the probate and administration process by:

• Clarifying a beneficiary’s rights and entitlements under a Will or the laws of intestate succession;
• Monitoring estate administration in order to ensure fiduciary compliance; and
• Addressing disputes with executors or administrators, including negotiating settlements.

Trust Administration
Trusts are an extremely important part of estate planning, especially for high-net-worth individuals. We advise trustees and beneficiaries in the trust administration process to ensure compliance with fiduciary standards and also ensure that beneficiaries understand their rights.

For trustees, we handle all aspects of the trust administration process, including:

• Advising on fiduciary duties;
• Providing counsel on funding and distribution decisions;
• Preparing trust accountings;
• Communicating with beneficiaries;
• Coordinating with tax professionals and advisors;
• Managing trustee succession;
• Resolving disputes; and
• Terminating trusts and discharging fiduciaries.

For trust beneficiaries, we provide:

• Guidance to beneficiaries regarding their rights and entitlements under a trust;
• Oversight of the trust administration process in order to ensure fiduciary compliance;
• Addressing disputes with trustees and negotiating settlements; and
• Modifying trust provisions through judicial proceedings.