Joel Bernstein, of Joel A. Bernstein & Associates in Lexington, Massachusetts, has broad-ranging experience that allows him to efficiently handle all of your estate planning needs and post-death administration of wills and trusts. He can advise you on the duties and responsibilities that are required of trustees and how to comply with the relevant laws to avoid problems in the future.
Executors and trustees are often surprised at the wide range of duties that are required of them and the complexity of the law as related to these duties. If you are already handling a trust but would like verification that you are meeting the legal requirements of your role, Joel Bernstein will provide a review of the trust procedures that have taken place. To prepare for such a consultation it is helpful to gather checkbooks and bank records, and a copy of the trust.
Trustee's duties require a great deal of knowledge; therefore a trustee needs to work with a knowledgeable trusts attorney. Most clients do not use a professional trustee such as a bank; rather, they designate an individual.
Executor Responsibilities
The executor of a will has similar responsibilities to the trustee of a trust. The executor is charged with the management and distribution of assets from the estate to beneficiaries, after paying any creditors, taxes and the costs of administration. Personal property and items from safe deposit boxes are part of the estate, as well as a primary residence, automobiles and non-homestead property.
Contact Our Firm
If you have questions regarding estate planning and duties and responsibilities of trustees and executors regarding post-death administration of trusts and wills, call lawyer Joel Bernstein at 781-325-1921, toll free at 888-811-7692 or fill out the online form on this website for a free, initial phone consultation. We will review your case and your options with their respective benefits and drawbacks, and any alternatives to the legal process that you may have. We look forward to assisting you and will provide the individual attention and personalized service that you deserve.
