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Estate and Trust Administration
Trusted Virginia estate & trust administration attorneys. We can help you during an already difficult time.

PRACTICE AREA

Estate & Trust Administration

The death of a loved one is a significantly stressful time that may make you feel overwhelmed and confused. On top of attending to your grief and emotions, if you are named as the Executor of a Will or the Trustee of a trust, you may find yourself even more overwhelmed and uneasy. Oast & Taylor can assist you with navigating this process.

An estate is administered either by an Executor appointed in the Last Will and Testament, or by an Administrator appointed by the court if the deceased individual had no Will. It is the Executor’s responsibility to ensure that the Will’s administration is consistent with the deceased individual’s intent and is in accordance with the laws of the Commonwealth of Virginia. The Executor or Administrator ensures that debts of the estate are paid and assets are distributed to the beneficiaries of the estate.

A trust is administered by a Trustee appointed under the trust and has many of the same duties and responsibilities as an Executor/Administrator.

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Understanding Your Responsibilities

Oast & Taylor’s Estate and Trust attorneys can help you with the administration of the estate or trust. If you have been named as an Executor and/or Trustee to perform one of these functions, you may have legal responsibilities to the following:

  • The decedent or Grantor of the Trust
  • The beneficiaries
  • Creditors
  • The Internal Revenue Service
  • State taxing agencies
  • The court overseeing the trust or estate administration
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We Can Help

Oast & Taylor can assist you with the administrative duties that come with this responsibility. We can help you navigate the process, while taking all measures necessary to protect you from personal liability for your actions or for the debts of the estate.

Oast & Taylor is also available to serve in a fiduciary capacity, as Executor of a Will or Trustee of a Trust.

Do you have questions about Estate or Trust Administration issues? Click here to submit an online request and we will be happy to discuss your needs and concerns.

RESOURCES

Here are some items that may be helpful in your planning. If you need additional help, please contact us.

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A Note for Advisors

Please note that the law firm of Oast & Taylor is in one business only – that of representing our clients in elder law matters. Oast & Taylor is not in the investment or brokerage business. We do not have a financial services firm. We have no alternative agendas.

We look forward to collaborating with you in order to meet the needs of a client who is seeking investment advice.