Estate, Probate & Trust Administration Attorneys

The responsibilities of administering an estate or trust can be complex, time-consuming, and overwhelming—especially during a period of grief or family transition. At Beliveau Law Group, our attorneys and Certified Public Accountant (CPA) guide executors, administrators, and trustees through every step of the estate, probate, and trust administration process with clarity and confidence.

We help clients navigate the technical and legal requirements of probate and trust law, while minimizing complications and ensuring the proper handling of assets and tax matters. Our team regularly assists with:

• Probate Court Proceedings
• Estate and Fiduciary Tax Returns
• Guardianships and Conservatorships
• Trust Administration and Distribution
• Trustee Services and Representation

Probate and Estate Administration

When an individual passes away with a will, the estate typically must go through probate. This legal process ensures that the decedent’s assets are accounted for, debts are resolved, and remaining property is distributed according to the terms of the will. The probate attorneys at Beliveau Law Group assist executors with preparing and filing court documents, handling notices to beneficiaries and creditors, coordinating asset appraisals, addressing outstanding debts, and overseeing final distributions.

Our legal and tax professionals also prepare and file estate tax returns and fiduciary income tax returns, ensuring full compliance with state and federal requirements. With our support, clients can avoid common errors and delays and move forward efficiently.

Guardianships and Conservatorships

When an individual becomes unable to manage their personal or financial affairs due to illness, disability, or aging, a guardian or conservator may need to be appointed through the probate court. Beliveau Law Group helps families through the process of petitioning the court, understanding the responsibilities involved, and fulfilling the legal duties of court-appointed guardians or conservators.

When possible, our team also helps clients plan ahead to avoid guardianship and conservatorship proceedings through proper estate planning tools, such as powers of attorney and health care proxies.

Trust Administration

If you have been named as a trustee, you have a fiduciary duty to manage the trust property in accordance with the trust terms and in the best interests of the beneficiaries. Beliveau Law Group supports trustees with all aspects of trust administration, including:

• Trust Accountings
• Trust Distributions
• Trust Funding
• Trustee Representation
• Trust Fiduciary Income Tax Returns

We work closely with trustees to ensure legal compliance, minimize liability, and streamline the administration process. Our attorneys provide a comprehensive approach that addresses both legal and tax considerations.

Estate, Probate & Trust Administration Lawyers in Massachusetts | New Hampshire | Florida

With offices in Massachusetts, New Hampshire, and Florida, Beliveau Law Group offers experienced and personalized guidance in all aspects of estate, probate, and trust administration. We serve probate clients with estates in Massachusetts, New Hampshire, and  Florida.

To schedule a confidential appointment to discuss your probate, trust, or estate administration needs, contact the trusted legal and tax professionals at Beliveau Law Group today.