Probate, Trust Administration &
Fiduciary Services
Professional Guidance Through Probate or Trust Administration
Probate & Trust Administration – Let Us Carry the Burden So You Don’t Have To
Losing a loved one is hard enough.
When you’re also named as the Executor (Personal Representative) or Trustee, you suddenly inherit a second, unpaid, high-stakes job — one that comes with strict legal duties and serious personal liability if anything goes wrong.
The law holds fiduciaries to an extraordinarily high standard. Even honest mistakes can lead to lawsuits from family members, penalties from the court, or IRS problems that follow you personally for years.
As Executor or Trustee, you are legally required to:
- Act with undivided loyalty — putting beneficiaries’ interests ahead of your own (no exceptions)
- Invest assets prudently under the “Prudent Investor Rule”
- Properly classify and allocate income vs. principal
- Locate and secure (marshal) all assets
- Pay debts, expenses, and taxes in the correct order and on time
- Prepare detailed inventories and formal accountings
- Keep beneficiaries reasonably informed
- File estate, trust, and income tax returns (often in multiple jurisdictions)
- Defend or pursue claims on behalf of the estate/trust
- Determine and document your own compensation correctly
- Make final distributions exactly as the Will or Trust requires
Most people have never done this before. It routinely takes hundreds of hours spread over 12–24 months (or longer if things get complicated). During that time you’re grieving, managing your own family and career, and often fielding emotional questions or criticism from relatives who think everything should move faster or differently.
You don’t have to do this alone — and you probably shouldn’t.
Why Smart Executors and Trustees Choose Legacy Elder Law Center
Smart fiduciaries know that settling an estate or administering a trust isn’t just paperwork—it’s a complex legal and financial responsibility with real consequences. That’s why they partner with Legacy Elder Law Center. With more than 30 years of experience in probate, trust administration, and fiduciary dispute resolution, our team provides the clarity, protection, and step-by-step guidance executors and trustees need to do the job right. We help you avoid costly mistakes, stay compliant with Virginia, Maryland, and D.C. requirements, and keep the process moving efficiently from start to finish.
Executors and trustees also choose us because we make their burden lighter. We translate complex legal requirements into clear action items, coordinate directly with financial institutions, creditors, and beneficiaries, and anticipate issues before they become problems. Whether your goal is to prevent family conflict, protect your liability, or simply ensure the estate is handled correctly, our firm provides the structure, support, and seasoned judgment that smart fiduciaries rely on.
At The Legacy Elder Law Center, you don’t have to navigate probate alone—you gain a trusted partner who makes a difficult process significantly easier.
“They help good people through difficult times…”
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