If estate planning is the process of designing a playbook, estate administration occurs when the playbook is put into action. The process begins with an event that triggers a provision in your estate plan, such as incapacity or death. The plan becomes ‘executory’, meaning that the individuals you designated in your plan documents must step into action and execute according to your instructions.

Estate administration can be complex and the people you have designated must have competent and experienced counsel to guide them through the process. They must make important decisions ‘ sometimes quickly ‘ and they need help to make them wisely. They may need to prepare inventories of your property, prepare tax returns, or sign other important documents on your behalf. Ultimately they must divide and distribute your property to those individuals or charities you identified in your will or trust agreement.

The estate administration process carries a lot of responsibilities. We can help guide your loved ones through the process as sensitively and completely as possible, and will try to make it as straightforward and efficient as possible.

Estate Administration

Trust Administration

A living trust is a legal document that, just like a will, contains your instructions for what you want to happen to your assets when you die. But, unlike a will, a living trust can avoid probate at death, control all of your assets and prevent the court from controlling your assets if you become incapacitated.

Upon the death of a trust maker our law firm offers legal services to your successor trustee. The trustee is responsible for seeing that the assets of the trust are distributed properly and in a timely manner. An overview of the valuable guidance we provide includes:

  • Review of the trust document
  • Gathering of all trust assets
  • Explanation of trustee responsibilities
  • Estate Tax Analysis
  • Collection of death benefits
  • Creation of sub-trusts
  • Dissolution of trust

What are you concerned about the most?

When it comes to estate planning, elder care law, and other legal services, you deserve personal attention, and that’s exactly what we will provide you with.

What our clients say about us

We always strive to achieve the best results and digital growth for our clients and pride ourselves that our works are highly appreciated by them as well as the community

Avvo Rating

8.7

Trusts

Steve was great from start to finish. We were looking ahead for our families future and knew we had to call Steve. Steve broke everything down in plain terms, which helped me and wife decide which way to go. I would recommend Steve to any...

Jonathan

21st August 2020

Legal dispute

Very satisfied by results. More then willing to recommend to anyone!! Open communication and prompt call backs.

Mike

3rd June 2020

What a relief!

Mr. Miller's help and service were very professional and much needed. Having financial, personal, and medical issues resolved for the future is a relief to us and a reassurance to our heirs and loved ones.

Pat

30th May 2020

Great help with estate planning

Steve did a great job of helping us with our estate planning. He gave us options and explained how each one would fit our situation. Once we decided how we wanted our estate set up, he was quick to follow up and get things in place. ...

Matt and Jena McKenzie

22nd April 2020

A true humanitarian among attorneys.

Before entering elderly law. Steven was instrumental in supporting and guiding me in my discrimination suite against my employer. I have a disease called Meniere's disease, which causes cases of uncontrolled vertigo. I was hired by a rather...

Keith

8th October 2019

Highly Recommend

We entrusted Steven Miller Esq. to handle our Will and Estate planning. I would highly recommend him.

Aimee

20th October 2017

Rising Star in The Lancaster, PA Area

Handled a real estate closing for us, expedited it quickly and efficiently. Attorney Miller is Well informed, professional and has a very nice demeanor I would recommend him for any legal proceeding. Very honest with a wonderful temperament...

21st January 2015

Great experience.

I hired Steve do defend a consumer credit matter that was dubious from the start.
He was knowledgeable and the case was successful along the lines he predicted.
I would definitely hire Steve again.

Scott

19th January 2015

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Pennsylvania Office

630 Freedom Business Center King of Prussia, PA 19406

Monday - Friday: 9 am to 5 pm

Phone (855) 936-3886

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Pennsylvania Office

1150 Chestnut Street Lebanon, PA 17042

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Phone (717) 328-8883

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Massachusetts Office

945 Concord Street Framingham, MA 01701

Monday - Friday: 9 am to 5 pm

Phone (508) 593-7339

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