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  • WhoWe Are
    • A Message From Mark Costley
    • Meet Our Team
    • Communities We Serve
  • WhatWe Do
    • Advanced Estate Planning
      • Asset Protection
      • Business Succession Planning
      • Charitable Giving
      • Family Foundation
      • Family Limited Partnerships
      • Grantor Retained Annuity Trust
      • Irrevocable Life Insurance Trust
      • Planning For Charitable Gifts
      • Special Needs Planning
    • Counseling Non-Profits
    • Elder Law and Special Needs Planning
    • Estate and Gift Tax Planning
    • Estate Planning
    • Power of Attorney
    • Probate & Trust Administration
    • Process
    • SECURE Act
    • Social Entrepreneurship & Business Law
  • WhyWe Do It
    • Peace Of Mind
  • Resources
    • Caregiving Resources
      • Caregiving Worksheets
      • Our Book
    • Definitions
    • Elder Law Reports
    • Estate Planning Resources
      • Estate Planning Articles
      • Estate Plan Checkup
      • Estate Planning Reports
      • Is Your Estate Plan Outdated?
      • Top 10 Estate Planning Techniques
    • Frequently Asked Questions
      • Elder Law
      • Estate Planning
      • Estate Planning for Parents
      • FAQs for Families Without an Estate Plan
      • Divorce and Your Estate Plan
      • Estate Planning for Women
      • Estate Planning 101
      • Legacy Wealth Planning
      • LGBTQ Estate Planning
      • Nursing Home Planning
      • Spliter
        • Philanthropy and Your Estate Plan
        • Planning for Dementia
        • Probate
        • Serving as Executor
        • Special Needs Planning
        • Tax Avoidance Planning
        • Trust Administration
        • Trust Administration & Probate
        • Social Security Retirement System
        • Will Contests
    • Pre Consultation Form
    • Probate Resources
      • Chapel Hill Probate
      • Raleigh Probate Resources
    • Professional Resources
Home » Services » Probate & Trust Administration

Probate & Trust Administration

Chapel Hill Trust Administration & Probate

If your family has experienced the loss of a family member, our Estate Administration Lawyers can assist you.  Our guiding principle is to provide families with quality Trust Administration and Probate services tailored to each client’s specific needs and goals. This can be a difficult, confusing and stressful time. We can help.

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Probate
Steps to Take with a Will – Estate Administration

If your loved one had a will, the family will go through probate, a court-administered process designed to manage the transfer of assets and payment of creditors. Probate, also referred to as estate administration, is designed to ensure that the individual’s debts are paid, the surviving spouse’s rights are protected, and that the property is distributed in accordance with the terms of the will. In estate planning, our Estate Administration Attorneys endeavor to avoid exposure to probate as much as possible, primarily because exposing the assets to the court increasing cost, adds administrative burden, and often delays distribution of assets.  This helpful checklist includes some suggested Steps To Take When A Loved One Passes Away With A Will.

Here are a few additional articles that may be of interest:

  • 5 Things You Need to Do Immediately If You Are the Executor
  • Why an Executor Should Hire a Probate Lawyer
  • What Executors Must Know About the Probate Process


Trust Administration
Steps to Take with a Living Trust

We often plan to avoid exposure to probate through the use of a Revocable Living Trust.  If your loved one has a living trust, the family will go through trust administration, a process not overseen by the court nor entered into the public record. In trust administration, the trustee ensures the debts are paid, the terms of the trust are followed and property is distributed properly according to the instructions the creator of the trust (and his or her lawyer) set out in the legal document.  This handy, informative checklist outlines suggested Steps To Take When A Loved One Passes Away With A Trust.

check marks in red - trust administration raleigh nc
More helpful information:

  • Trust Administration Explained
  • 10 Estate Planning Tips to Help You Create a Successful Plan
  • How Do I Discuss Estate Planning with My Aging Parents?


IMPORTANT NOTE: Don’t Retitle Anything Yet!

Do not retitle any assets before speaking with a qualified estate planning attorney. That meeting should take place approximately two weeks after your loved one has passed.  Sometimes, the family will want to meet earlier.  We are happy to accommodate this.

estate trust attorney chapel hill - lawyer meeting with an elderly couple

Do You Need Help with Probate & Trust Administration?
Get in Touch with a Clarity Legal Group Attorney in Chapel Hill NC

The Probate and Trust Administration doesn’t need to stress you out. Let our experienced and valued estate planning attorneys at Clarity Legal Group help you find the way through the process.  Conveniently located in Chapel Hill, we are here to answer your probate / trust administration questions and assist you during this difficult time. Please contact us online or call us at 919-484-0012

Clarity Legal Group

Free Estate planning Worksheet

There's a lot that goes into setting up a comprehensive estate plan, but with our FREE worksheet, you'll be one step closer to getting yourself and your family on the path to a secure and happy future.

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Clarity Legal Group
1414 Raleigh Road Suite 445
Chapel Hill, NC 27517
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Phone: 919-484-0012

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Chapel Hill, NC 27515

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Clarity Legal Group is conveniently located in the heart of the Triangle, based in Chapel Hill and proudly serving the state of North Carolina including Durham, Cary, Apex, Pittsboro, Hillsborough, Holly Springs, and Raleigh.

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