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Horack Talley lawyers regularly assists clients with the administration of estates and trusts.

Whether navigating the probate process or handling court appearances and accountings, our lawyers remain mindful that clients needing these services are often going through a difficult transition. Regardless of the size of the estate, we are able to work efficiently during the administration process from initial asset identification and disposition through the resolution of final tax matters.

Our estate and trust administration services include:

  • Appearances and practice before the clerk of court
  • Asset valuation and funding of trusts
  • Fiduciary tax compliance
  • Guardianship and incompetency proceedings
  • Preparation of estate-related court filings and accountings
  • Probate administration
  • Review of will and trust documents

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This website presents general information about Horack Talley and is not intended as legal advice nor should you consider it such. To obtain legal counsel or legal services from Horack Talley, you must first establish an attorney-client relationship with the firm. Until you do so and receive an engagement letter, you have not hired an attorney and have not become a client of the firm. Whether you are a new or existing client of the firm, Horack Talley cannot represent you on a new matter until the firm determines that there is no conflict of interest and that it is willing and otherwise able to accept the new engagement. Unless and until Horack Talley has informed you it is willing and able to accept your new matter, do not send Horack Talley any information or documents that you consider private or confidential. Such information will not be treated as private, confidential or otherwise protected from disclosure until Horack Talley has communicated it is willing and able to accept your new matter.