Your loved one may have established a trust.
This 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 receive the assets in a proper manner in accordance with Georgia trust laws.
During this process, concerns can arise.
The trustee, for instance, may be unsure 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 ensuring the trustee observes all fiduciary duties.