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Probate & Trust Administration

Process of Distributing Assets After Someone Dies

Probate (Estate) Administration

Our attorneys handle the administration of estates after an individual passes away through the probate process. Probate is often the term used to describe the court assisted process of transferring assets after someone has died, notifying creditors, and settling the deceased person’s estate.Our attorneys confer with members of a decedent’s family on the various issues, including: 

  • Preparing tax returns 
  • Filing court documents for probate of a will and appointment of a personal representative
  • Asset collection and valuation 
  • Preparing personal representative accounting 
  • Court proceedings 
  • Estate asset distribution 
  • Advising estate beneficiaries
  • Advising clients on ways to avoid probate (both domiciliary and ancillary) 

Probate can often require knowledge from other areas of including as business, real estate and family law.  Our Iowa attorneys have experience in nearly every area of law and will work together with a team approach to ensure that all areas of your case are given the attention they need.  No matter what your situation, you will have dedicated and attentive representation for your matter.

Trust Administration

Effective management is critical when it comes to drafting and executing the stipulations of your trust documents. These terms are typically drafted for the best interests of the beneficiaries and go into effect following the death of the principal party. Safeguarding administration of a trust can be a complex affair.

Our attorneys advise and consult with corporate and individual trustees concerning the discharge of the trust’s terms and consult with beneficiaries concerning trust administration matters including the preparation of trust accounts. Our lawyers will bring their deep experience and dedication to client service in handling your trust administration needs in Iowa. 

Contact a Waterloo Probate and Trust Administration Attorney

Whether you are dealing with a loved one's probate (estate) proceedings or need assistance relating to administration of a trust, our attorney can offer services and advise to ensure distribution of an estate goes smoothly. Call us at (319) 234-4471 or contact us online to schedule an appointment with one of our knowledgeable Iowa estate planning or probate attorneys. You can also submit an Initial Consultation Form, which allows our attorneys to assist you more efficiently. 

Meet Our Probate & Trust Administration Attorneys

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