Probate and Estate Administration
We provide compassionate personal support and counsel to personal representatives (commonly known as “executors”) and trustees-individuals who have been designated to coordinate the administration of a person’s estate after their death.
If necessary, this administration period will involve probate, a court process that is required in Colorado whenever a person dies owning real estate in their name or whenever their non-real estate assets exceed $66,000. During this administrative process, outstanding debts are paid and assets are distributed to beneficiaries.
We’ll work closely with you to review all circumstances and offer clear steps for tidying up and closing all affairs-whether or not we’ve been involved in drafting the will, trust or other original estate planning documents. We regularly assist with:
- The management of all legal responsibilities of the personal representative or trustee
- Preparing and filing all necessary paperwork with the Probate Court
- Decisive and sensitive assistance with important immediate needs-custody of minor children, management of businesses, caring for pets, and securing the home
- Deferring existing mortgage payments
- Gathering asset information, information about debts and claims, and medical bills
- Tracking all assets, debt payments and disbursements and providing ongoing updates to beneficiaries
- Forwarding the decedent’s mail
- Coordinating with Social Security and employee pension representatives
- Locating original documents, including a will or trust and insurance policies
- Arranging continuing trust administration
If you would like more information regarding your probate and estate/trust administration needs, please contact our firm.