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Hershey Estate & Trust Administration Attorney

Hershey Estate & Trust Administration Attorney

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Secure Your Future with Keystone Elder Law

The death of a family member often brings shock and grief to the loved ones left behind. In addition to preparing the funeral and burial, there is also the need to deal with legal issues related to the administration of the deceased individual’s property. Even if there is a detailed will and trust to provide guidance, the family members charged with carrying out their loved one’s wishes may still be left unsure of where to begin.

Keystone Elder Law, P.C., can help. We are experienced, compassionate Hershey estate and trust administration attorneys. Our job is to provide guidance on what steps to take when it comes to administering a loved one’s will, trust, and probate estate. We know that legal matters are often the last thing on your mind during this difficult period. That is why we will explain each step of the process to you and take on the burden of worrying about many of the legal details.

How Does Estate and Trust Administration Differ in Pennsylvania?

Not everyone has a will or trust. Some people have both. Others may have a will but no trust. Each scenario presents different legal challenges when it comes to administration. And it is easy for family members to get lost when trying to figure out how everything works.

To put it simply, a person’s will governs the administration of their probate estate. This is all of the property owned in the deceased person’s sole name at the time of their death. It excludes any assets owned jointly with someone else–such as a marital home co-owned with a spouse–or certain bank or retirement accounts with a designated pay-on-death beneficiary. The probate estate also excludes any property that the deceased placed into a trust.

A trust is an estate planning tool used to bypass the probate process. Many people serve as their own trustees during their lifetime. When they die, a successor trustee designated in the trust document takes over. That successor trustee can then distribute or administer the trust property as instructed by the deceased right away. In contrast, any property in the probate estate must go through a formal, court-supervised administration process. In many cases, the decedents will direct the personal representative of their estate to transfer or “pour over” any probate assets into the trust, which can further simplify administration.

Even if a person has no will, they can still leave a probate estate. Pennsylvania law determines who will serve as personal representative of these “interstate” estates. The law also directs the distribution of any probate property to the legal heirs of the deceased.

Contact Keystone Elder Law, P.C., Today

If you suddenly find yourself the nominated personal representative or successor trustee for a recently deceased family member, you will no doubt have many questions about what to do. We can help answer those questions. Contact the Hershey estate and trust administration attorneys at Keystone Elder Law, P.C., today to schedule a consultation.

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Comprehensive Interdisciplinary Approach

Empowering Clients with Holistic Planning at
Keystone Elder Law

At Keystone Elder Law, we believe that the physical, social, legal, and financial considerations of our clients all intertwine. We utilize an interdisciplinary approach to evaluate each area, which allows for the creation of a plan that addresses the concerns of the individual as a whole as well as the family. To this end, our model of practice includes a Care Coordinator (usually a nurse or social worker), whose expertise complements our team of attorneys.

When the road of life is smooth, decisions about legal and financial matters are easy to push aside for “a rainy day.” Planning ahead, however, will allow for more options as you view the map of where you’ve been and where you want to go. Don’t let a crisis limit your choices or derail your plans.

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