Probate Administration
Adams & Duncan provides services to personal representatives who are required to implement the probate administration for the settlement of estates. Such services include review of assets owned by the decedent, including beneficiary designations, titling of accounts, and asset transfer history; preparation and presentation of the court pleadings and documents necessary to probate the estate; supervise and coordinate the probate process in relation to creditor notification, settlement of creditor claims, inventory and appraisal of assets, and filing of necessary tax returns; and assist with the transfer, distribution and sale of estate assets.
Trust Administration
We assist trustees with understanding and fulfilling their duties and responsibilities with regard to serving as trustee of a trust. As with estates, we also provide services to trustees that are necessary to settle trust matters, including interpretation of trust provisions, settlement of claims, and distribution of the trust assets to beneficiaries named in the trust instrument.
