Trust & Estate Administration
A Time to Remember: The passing of a loved one is a time to grieve, to reflect upon a life, and to honor the accomplishments and the memory of that person. Our Life & Legacy Planning Group understands that death is difficult and that the legal issues can seem especially overwhelming. A clear and detailed approach is required during a time when emotions and feelings dominate. We consider it an honor to help you through this difficult time, ensuring that all of the legal aspects of the Estate Administration process are handled in a professional manner, leaving you free to spend time with family and friends.
Huck Bouma’s experienced attorneys provide counseling and representation to ensure a decedent’s assets are gathered, debts are paid and remaining assets distributed appropriately.
- Advising executors, trustees and successor trustees
- Advising beneficiaries
- Probate and estate administration
- Filing of fiduciary income and estate tax returns for trusts and estates
- Guardianship proceedings, such as issues involving the incapacity or disability of parents, spouse or others
In addition, The attorneys at Huck Bouma PC serve personally as trustees (or co-trustees) for our clients.
We offer clients continuity of service and a level of attention that can develop only when there is a personal connection. Because of these long-standing relationships, we can provide advice and counsel that frequently includes practical help. Some of the beneficiaries of trusts under our management have special needs, are disabled, or have experienced legal difficulties. We try to help these clients by paying bills, making appointments, and protecting them from creditors and others whose interest may last only as long as the money. Our role
is greater than that required by our fiduciary duty.
Our formal service as trustees includes holding and managing the assets of the trust and reporting regularly to the beneficiaries about the performance of the funds in our care. We are happy to consider working with any custodian or investment advisor suggested by the client, while maintaining long-term relationships with other trusted advisors. Our services in acting as trustee are tailored to the client’s needs and desires.
We believe our fees are reasonable, and include the cost of our independent investment advisor and other management expenses. Clients will be able to name one of our attorneys or fiduciaries as a trustee when they are undertaking the estate planning process.
Huck Bouma PC’s experienced thoroughness and attention to the needs of our clients during the setting up of a trust, can serve as a natural ‘bridge’ to a client then becoming comfortable in having the Firm also act as a trustee. This provides a continuity of service and a knowledge of the client’s situation that can be the basis of a long lasting relationship.
To learn more about our trustee services, contact us at firstname.lastname@example.org,
or call us at 630-221-1755.