Your loved one may have established a trust, which is a legal agreement to hold and distribute property to beneficiaries, to protect those assets from probate and tax consequences and to make transfers simpler after death.
After the person who made the trust dies, another person, known as the trustee, manages the trust and ensures that beneficiaries, such as close family members or charitable institutions, relieve the assets in an orderly, fair fashion in accordance with Georgia trust laws.
During this process, concerns can arise. The trustee, for instance, may be unsure about how to interpret a certain provision of the trust or may have trouble inventorying what’s in the trust, evaluating assets or preparing key documents. Our legal team can ensure excellent communication, compliance with Georgia law and fair treatment for all beneficiaries, while also making sure the trustee observes all fiduciary duties.