ESTATE

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.

  • 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

Estate Planning:


  • Administration Proceedings

  • Coordinate Estate Accountants

  • Executor Bookkeeping (Marshalling / Distribution / Report of Fiduciary)

  • Probate Proceedings

  • Voluntary Accountings

Probate:


  • 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

Estate Litigation: