Estate and Trust Administration
Guiding Families Through Every Step
At Murphy, James, Brown & Brown, LLC, we provide more than comprehensive estate planning. Following the loss of a loved one, our attorneys support clients through the estate and trust administration process, offering guidance and the assistance families need during a difficult time.
Support During a Challenging Time
Losing a loved one is never easy, and the responsibilities of serving as an executor or trustee can feel overwhelming. Our attorneys will help you manage the legal, tax, and administrative tasks required to settle an estate or administer a trust. We handle the details so you can focus on your family.
What we do
Probate & Estate Administration
- Prepare and file all probate and administration documents
- Collect, identify, and value estate assets
- Communicate with financial institutions and beneficiaries
- Prepare fiduciary accountings
- Oversee proper and timely distribution of assets
Trust Administration
- Guide trustees through their legal and fiduciary duties
- Assist with asset management, recordkeeping, and reporting
- Provide ongoing advice to ensure compliance with trust terms and state law
Estate & Gift Tax Guidance
With decades of experience, our attorneys advise on:
- Federal estate and gift tax requirements and filings
- New York estate and New Jersey estate and inheritance tax issues
- Other tax matters affecting estates, trusts, beneficiaries, and fiduciaries
Our mission is to make estate and trust administration as smooth and understandable as possible. With professionalism, sensitivity, and a deep commitment to client service, we help ensure your loved one’s legacy is honored and their affairs are handled with care.