The death of a loved one can be overwhelming. Monroe Moxness Berg PA provides guidance to, and answers questions from, a surviving spouse or family member as to how to pay the decedent’s debts and distribute their assets. Estate administration can include filing an application or petition for appointment of a personal representative, gathering and inventorying the assets, notifying creditors, paying debts and estate taxes, and distributing the assets. We represent individuals in their fiduciary capacity as personal representatives or as heirs of the estate.
Monroe Moxness Berg PA also works closely with clients to administer trusts, including gathering and inventorying the assets, paying debts and taxes, and ultimately distributing assets. We represent clients in their fiduciary roles as trustees or as beneficiaries of trusts.
In cases when a loved one becomes incapacitated, whether because of cognitive decline (such as dementia or Alzheimer’s) or an injury in an accident Monroe Moxness Berg PA provides guidance to a spouse or family members on how to protect a loved one and address their finances. We help families petition the court to have someone appointed to make medical decisions (known as guardianship) and financial decisions (known as conservatorship).
ADMINISTRATION OF PROBATE
ADMINISTRATION OF TRUSTS
GUARDIANSHIP AND/OR CONSERVATORSHIP