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Trust and Estate Administration

Knowledgeable Trust and Estate Administration Attorneys Advise Trustees

North and South Carolina lawyers assist with the probate process

The attorneys at Watts Law Group provide guidance to individuals named as trustees or as executors of estates. We help ensure that you successfully uphold your fiduciary duties.

Trust administration

Trust administration requires careful attention to each detail of the grantor’s wishes. Our lawyers assist clients with the administration of a wide variety of trusts, including:

  • Credit shelter trusts (CST)
  • Living trusts
  • Generation-skipping trusts
  • QTIP trusts
  • Charitable remainder trusts
  • Irrevocable life insurance trusts

Meticulous administrative services

We have the extensive experience in all duties expected of a trust administrator, including:

  • Investment of assets
  • Management of assets
  • Preparation of accountings
  • Distributions to beneficiaries

A trustee can be personally liable for mistakes or omissions that result in losses for the trust. We offer sound advice to trustees to ensure accurate and complete compliance with all aspects of trust administration. If you have been named a trustee, we strongly recommend that you retain professional assistance from a trustworthy source.

Estate administration

We can guide you through all aspects of probate and estate administration, including:

  • Filing the will with the state probate court
  • Developing the best strategy for fairly and expeditiously probating the estate
  • Finding and collecting assets
  • Closing and opening bank accounts
  • Transferring assets from the deceased to the estate
  • Paying estate taxes
  • Valuing, managing, preserving and liquidating the estate
  • Locating beneficiaries
  • Hiring experts, when appropriate

Valuing and managing the estate

Our attorneys assist executors with the arduous process of collecting, managing, valuing, protecting and liquidating the assets of the estate. When appropriate, the firm calls upon accountants, financial advisors, real estate agents, property managers and other professionals to assist with executor duties. We can access expert opinions about unique assets such as antiques, rare books, automobiles and other collectibles for accurate valuation, management and possible sale.

Contact our thorough trust and estate administration lawyers

We serve clients throughout North and South Carolina in trust and estate matters. Call us at 910-579-6508 or contact us online to schedule a consultation.

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Our Offices
  • Shallotte Office
    4617 Main Street
    Shallotte, North Carolina 28470
    Phone: 910-579-6508
    Fax: 910-579-6510
  • Myrtle Beach Office
    4226 Mayfair Street
    Suite 204
    Myrtle Beach, South Carolina 29577
    Phone: 800-639-7671
    Fax: 910-579-6510
  • Leland Office
    2002 South Baxter Drive
    Leland, North Carolina 28451
    Phone: 800-639-7671
    Fax: 910-579-6510