| We
provide comprehensive probate and trust administration
services. Probate and trust clients include
individual and corporate executors and trustees,
and conservators administering estates that
range from the simple and modest to the large
and complex. Family dynamics are often the
first consideration in developing the right
approach in any estate administration. We
realize that long after the administration
has come to a close, family members need to
continue in their relationships with one another.
We are conscientious to undertake our representation
of the executor, trustee or conservator sensitive
to the needs and desires of those interested
in the estate.
The hallmark of the Barulich Dugoni Law Group,
Inc. is its recognized expertise in representing
fiduciaries during the administration of
estates. We jealously guard and protect
our fiduciary clients from problems that
may arise in the normal course of the administration,
whether from issues relating to property
held in the estate or from others interested
in the estate. Paul J. Barulich has written
and lectured extensively regarding the attorney’s
role in the course of fiduciary representation.
We recognize that for most fiduciaries the
experience of managing a decedent’s
estate will be new and daunting. We maintain
constant communications with our clients,
from the managing attorney to the paralegal
assigned to the administration.
Coordination with other professionals is
also a key to the success of any estate
administration. We maintain strong relationships
with accountants, financial planners and
asset managers, and work closely with them
to ensure that they have all necessary information
to properly handle and report assets distributed
by the estate.
Administrations should not be unduly protracted
or delayed. Our attorneys and paralegals
will identify short and long term tasks
early in the administration, building on
expectations for an efficient process. We
take the extra effort to provide our clients
with concise outlines and memoranda, and
upon conclusion of the administration our
clients receive a detailed, closing binder
containing all significant documents. We
conclude all engagements with clear and
understandable advice regarding any ongoing
duties and obligations of the client. We
take pride in having received the highest
compliments from professional fiduciaries
regarding our ability to articulate and
report information during and upon conclusion
of estate administrations. |
