Estate & Trust Administration
We assist in making sure that a decedent's wishes are carried out by the person or persons they have nominated.
Cody, Cody & McCarthy handles all aspects of Estate Administration and assists in making sure that a decedent's wishes are carried out by the person or persons they have nominated through their Will and/or Trust.
We represent executors to ensure compliance with their fiduciary duties under the law and to ensure that all steps of Estate Administration are completed in order to carry out the decedent's wishes.
Administration Services
- Gathering and valuing of all estate assets;
- Payment of final debts and expenses;
- Distribution of assets to beneficiaries;
- Probate and trust administration;
- Transfer of assets such as life insurance, annuities and retirement plans; and
- Determination of applicable income and estate tax issues and the subsequent preparation of tax returns.
Our System of Settlement Program
Our System of Settlement program provides a structured approach to estate and trust administration, ensuring that all necessary steps are completed efficiently and accurately. We guide executors and trustees through the entire process, from initial filing to final distribution, providing peace of mind during a difficult time.
A lot of people have been counting on me for the last 60 years and thanks to Cody, Cody & McCarthy, I can count on that continuing even after I'm gone.
With all that went into planning our estate, it's comforting to know that the team at Cody, Cody & McCarthy is there to help my family carry out my wishes. There will be a lot to think about, but with their simple System of Settlement program, I can make sure there is no extra burden on anyone.
John A*, Easton on taxes and tax planning
Related Practice Areas
Estate Planning
Our fundamental estate plan requires approximately two to three weeks to design, draft and implement.
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Many of our clients are seeking to protect their assets from the cost of long-term care. Our attorneys work with families to custom design a plan.
Learn moreNeed Help with Estate Administration?
Contact us today to schedule a consultation with one of our experienced attorneys. We'll guide you through the estate and trust administration process.
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