Probate and Trust / Estate Administration

Administration of estates and trusts and the probate process can be daunting, especially when a family is grieving over the loss of a loved one. For estates and trusts of all sizes, our attorneys are knowledgeable in all the complex probate and administration processes, procedures, and requirements.

As we guide executors, administrators, trustees, and beneficiaries through the process, our objective is to lessen the burden on the family and minimize the fees and delays that can be encountered. At times, our attorneys can recommend legal strategies that can be implemented during administration that will result in tax savings.

Our attorneys are experienced in all aspects of estate and trust administration, including:

  • Probating wills
  • Advising personal representatives, trustees, and beneficiaries
  • Decanting Trusts / Merging Trusts
  • Non-Judicial Settlement Agreements / Family Settlements

Our experience includes advising clients who own property in multiple states and require administration in more than one location.

We are also adept at helping beneficiaries and trustees with unique trust administration problems, such as replacing trustees, relocating trusts to new states, or modernizing trusts with modifications or mergers.

Our Delaware Valley Offices

With offices in Plymouth Meeting, Pennsylvania, and Wilmington, Delaware, the Tannenbaum Law Group serves clients in southeastern Pennsylvania, northern Delaware, and parts of New Jersey.