Probate & Trust Administration
Probate & Trust Administration Attorneys in San Mateo, CA
We provide comprehensive probate and trust administration services. Probate and trust clients include individual and corporate executors and trustees, and conservators administering estates that range from the simple and modest to the large and complex. Family dynamics are often the first consideration in developing the right approach in any estate administration. We realize that long after the administration has come to a close, family members need to continue in their relationships with one and another. We are conscientious in our undertaking our representation of the executor, trustee or conservator sensitive to the needs and desires of those interested in the estate.
The hallmark of the Barulich Dugoni Law Group, Inc. is our recognized expertise in representing fiduciaries during the administration of estates. We jealously guard and protect our fiduciary clients from problems that may arise in the normal course of the administration, whether from issues relating to property held in the estate or from others interested in the estate. Our attorneys have written and lectured extensively regarding the attorney’s role in the course of fiduciary representation. We recognize that for most fiduciaries the experience of managing a decedent’s estate will be new and daunting. We maintain constant communications with our clients, from the managing attorney to the paralegal assigned to the administration.
Coordination with other professionals is also a key to the success of any estate administration. We maintain strong relationships with accountants, financial planners and asset managers, and work closely with them to ensure that they have all necessary information to properly handle and report assets distributed by the estate.
Administrations should not be unduly protracted or delayed. Our attorneys and paralegals will identify short and long term tasks early in the administration, building on expectations for an efficient process. We take the extra effort to provide our clients with concise outlines and memoranda, and upon conclusion of the administration our clients receive a detailed, closing binder containing all significant documents. We conclude all engagements with clear and understandable advice regarding any ongoing duties and obligations of the client. We take pride in having received the highest compliments from professional fiduciaries regarding our ability to articulate and report information during and upon conclusion of estate administrations.