Probate And Trust Administration

Probate TrustThere is more than one way to administer a probate estate. Because we focus our firm on probate and trust administration, we are often able to identify the most cost-efficient way to get you and your family through the process while meeting your goals, from obtaining initial letters of authority to filing the final account.

Our firm is also familiar with the local rules and regulations of each county's probate court. We can assist you with all aspects of trust administration so that the trustee complies with the Ohio Trust Code, properly notifying beneficiaries and providing the required documentation. We also assist in the preparation and filing of any reports that the probate court may require for administration of testamentary trusts.

We use sophisticated tax and probate software, which allows us to streamline the estate administration and probate process and prepare necessary probate court filings quickly and efficiently. Our tax software enables us to analyze complicated tax issues quickly and efficiently, and to accurately process complicated returns with multiple issues and variables.