Our estate planning experts will work with the named executor, or appointed administrator when there's no Will, in implementing the decedent's estate plan by working with the family and heirs from the time of death through final distribution of the assets. PFO&W lawyers respectfully help families navigate the entire probate process during a difficult time.
Faced with the death of someone you care for, the prospect of carrying out your loved one’s final wishes can seem overwhelmingly difficult. Phelan, Frantz, Ohlig & Wegbreit’s NJ estate administration lawyers not only provide expert estate administration, but also offer support, guidance, and an empathetic ear during a challenging and emotional time. In this capacity, we most often represent individuals appointed as executors of their loved one’s Will. We also work with families when their loved one has died without a Will to identify and seek the appointment of someone as administrator of the decedent’s estate. Finally, we work with beneficiaries named in the Will.
As experienced NJ estate administration lawyers, we help families navigate the entire probate process, taking the time to ensure they understand each and every step from having the Will accepted by the probate court to closing the estate and distributing assets to the beneficiaries. We work with executors and administrators to minimize New Jersey and federal estate and inheritance taxes and file the necessary paperwork for the release of assets in an efficient and timely manner.
Our estate lawyers are responsive, intuitive, caring individuals, and handling the administrative aspect of the estate settlement process is just one aspect of what do. We recognize that you, your family, and other loved ones of the deceased are experiencing complex emotions as you grieve. Throughout this process, you can count on Phelan, Frantz, Ohlig & Wegbreit to be objective, empathetic, and level-headed as we work with you to administer your loved one’s estate.
Contact us at today to discuss your NJ estate administration needs. We look forward to speaking with you.
Estate Administration Case Study
Estate Administration Case Study
Mrs. B was a long-time client of the firm. She was a widow at a young age and had one child who suffered from some developmental disabilities. Phelan, Frantz, Ohlig & Wegbreit helped her create an estate plan that would allow for her son to continue to live independently after she passed away while maintaining assets appropriately. When Mrs. B died after a long illness, Phelan, Frantz, Ohlig & Wegbreit served as counsel to the executor of her estate. Mrs. B owned real property in 5 different states, which meant that 5 different sets of estate tax laws had to be evaluated and considered. In addition, the property held in those states had to be moved out of Mrs. B’s name and into the trust she established for her son. Because of the firm’s long-term relationship with Mrs. B, attorneys at Phelan, Frantz, Ohlig & Wegbreit worked closely with Mrs. B’s son to explain the terms of the trust and helped him connect with social services that would teach him skills needed to pay bills and maintain the properties. It took over 2 years to settle Mrs. B’s estate and transfer all her assets into a trust for her son’s benefit. Phelan, Frantz, Ohlig & Wegbreit continues to work closely with the trustee of the trust to ensure that Mrs. B’s wishes are respected and implemented.