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St. George & Surrounding Areas

Probate & Trust Administration

We handle cases at all court levels, from small claims to The Utah Supreme Court.

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Probate and Trust Administration – Our probate and administration team helps individuals identify and manage potential risks and pursue appropriate resolutions based upon the circumstances. Probate is a court action to validate a will or identify heirs if a decedent passes without a will and involves appointment of a person as personal representative to carry out the deceased person’s wishes. Trust Administration occurs on the incapacity or death of the person who created the trust. Trust administration typically does not involve court. The trustee of a trust is responsible for investment and distribution decisions as well as payment of creditors. Sometimes probate or trust administration does not go well and parties litigate questions in court.

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WE CAN HELP WITH THE FOLLOWING PROBATE AND TRUST ADMINISTRATION NEEDS:

Probate

Formal Probate Informal Probate Notice to Creditors Special Administration Determination of Heirs Receipt and Releases Deed of Distribution Small Estate Affidavit Mediation

Trust Administration

Affidavit of Successor or Surviving Trustee Notice to Creditors Receipt and Releases Deed of Distribution Mediation

Probate

Probate is a court action to validate a will or identify heirs if a decedent passes without a will and involves the appointment of an individual as a personal representative to carry out the wishes of the deceased. If you have a will, probate is simply the legal process of proving your will is legal, executing the stated instructions and paying any applicable debts and taxes. A professionally executed, well-written will makes the probate process easier on surviving family members. In the absence of a will, the probate court will use state law to determine the distribution of assets.

Trust Administration

Trust administration occurs at the time of incapacity or death of the person who created the trust, and typically does not involve the court. The trustee of a trust is responsible for investment and distribution decisions, as well as payment to creditors. Trust administration involves gaining control of the assets, settling the estate, and providing a final accounting. It is imperative to work with an attorney for trust administration due to liability issues that could arise from beneficiaries or failure to issue required notices and consents.

Tom and his staff were very helpful and patient in explaining everything to me because I had no idea what I was needing or doing. Very timely and extremely helpful. I have already recommended them to friends who knew I was going through the process.

Shawn J.

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Proven Law

Why Choose Us?

Free 30 Minute Consultations

Voted Best Of Southern Utah For 4 Years In A Row

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95+ Years Of Combined Experience On Our Team

We Only Focus On Estate, Trust, And Tax Matters

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(435) 688-9231