Probate Compliance

For most people taking on an agency role in a probate context, especially for those taking on this type of role for the first time, compliance is one of the most important concerns. It is difficult to simply keep track of all the rules and regulations that govern trustees, administrators and executors, let alone comply with all of these rules properly. If you are an estate administrator, will executor, trustee or other probate agent, it is important to work with an attorney who can help you understand and comply with the relevant probate laws.

As an Indianapolis probate attorney with more than 30 years of legal experience, I bring a wealth of knowledge regarding compliance in the probate context. I represent trustees, administrators, executors and other probate agents, simplifying and organizing the complex probate issues that can plague probate agents.

Fiduciary Responsibilities

When you take on the role of trustee, will executor, administrator, guardian, attorney in fact or any other probate role, you are considered an agent. As an agent, you are held to the highest standard — a fiduciary duty to always act in the best interest of the principal. To do this, you must comply with all of the legal rules that regulate probate matters.

At the law firm of Anderson and Associates, P.C., I can help you organize and fulfill your duties as an agent:

  • Timely filings: When an important document is filed late or not at all, it could be considered negligence or a breach of fiduciary duty.
  • Accounting: Many probate roles require a regular accounting to the principal. This accounting can take different forms, but it needs to be appropriately thorough and accurate so the principal understands how you are handling the assets.
  • Taxation issues: I can help you understand the inheritance tax filing requirements and federal taxation complications that are often involved in probate matters.

I help my clients fulfill their probate duties in an efficient, cost-effective manner.

More than most estate and probate lawyers, I place a special emphasis on litigation. I have spent more than 20 years of my legal career in complex, high-stakes litigation. I can use this experience to help you avoid probate litigation in the first place and help defend your rights in court if you are facing litigation.

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