Estates

Lieb at Law’s estate practice includes estate planning, probate / administration, and litigation. We make the complex simple by offering full bookkeeping services that complement our legal services in helping the fiduciary (Executor / Administrator) satisfy their statutory duties. We know that it is overwhelming to serve as a fiduciary, and we are here to guide you from the moment that you learn of your loved one’s death until the moment that you settle their estate.

Estate Planning:

  • Advance Directives (Health Care Proxy, Power of Attorney, Living Will)
  • Credit Shelter Trusts
  • Grantor Trusts
  • Last Will and Testament
  • Life Insurance Trusts
  • Living Trust (Inter Vivos Trusts)
  • Revocable Trusts
  • Irrevocable Trusts
  • Supplemental Needs Trusts
  • Testamentary Trusts

Probate:

  • Administration Proceedings
  • Coordinate Estate Accountants
  • Executor Bookkeeping (Marshalling / Distribution / Report of Fiduciary)
  • Probate Proceedings
  • Voluntary Accountings

Estate Litigation:

  • Breach of Fiduciary Duty (Executor / Administrator / Trust Administration Litigation)
  • Compulsory Accountings
  • Contested Probate / Administration (Will Contests / Executor & Administrator Contests)
  • Discovery of Fraudulent Transfers & Turnover Proceedings
  • Spousal Right of Election