Probate Practice


Guidance Through the Complexities
Simplify Probate with confidence
The probate process can be overwhelming, involving legal complexities and emotional stress for those managing a loved one’s estate. At Bespoke Trusts & Estates, we offer compassionate, clear guidance to help you navigate probate administration with ease. Whether you’re dealing with the distribution of assets, paying liabilities, or resolving disputes, we provide practical solutions that reduce delays and unnecessary expenses.
Beyond administering estates, we help clients plan proactively to minimize or eliminate probate altogether. With strategies like updating beneficiary designations, using trusts, and optimizing joint ownership of assets, we work to streamline the process, saving your family time and money when it matters most.
Key Elements of Your probate pratice
Probate doesn’t have to be overwhelming. At Bespoke Trusts & Estates, we focus on simplifying the process and reducing stress through practical, efficient strategies that protect your time and resources.
What We Do
Probate Administration
Handle the entire probate process, from filing necessary documents to distributing assets. We guide executors through each step, ensuring compliance with legal requirements while minimizing delays.
Minimizing Probate Estates
Contrary to popular belief, having a will doesn’t keep assets out of probate. We assist clients in reducing the size of their probate estates by using trusts, joint ownership, and up-to-date beneficiary designations to avoid unnecessary expenses and court involvement.
Tax Management During Probate
Taxes can add complexity to the probate process. We help executors identify and settle estate and inheritance taxes efficiently, protecting the estate’s assets and ensuring compliance with state and federal laws.
Trust Administration Support
For estates with trusts, we assist trustees in managing and distributing assets according to the terms of the trust, reducing confusion and ensuring beneficiaries are cared for.