Beatty & Miller, P.C.
2700 Westown Parkway
West Des Moines, IA 50266
Telephone: 515-225-1100
Fax: 515-457-9686
West Des Moines Law Office

Beatty & Miller, P.C., has provided dedicated estate and trust administration services since 1985. Over the years, we have represented many executors (sometimes known as personal representatives) in estate administration and trustees in trust administration. Estate and trust administration can go hand-in-hand. If you require an attorney with knowledge of both processes, you can turn to our attorneys with confidence.

Whether you require assistance with estate administration, trust administration or both, our law firm can provide the guidance and counsel you require. Contact a Waukee trust administration lawyer today to schedule a consultation.

Estate Administration

As West Des Moines estate administration attorneys , we provide comprehensive assistance to executors. As an executor, you will be tasked with meeting many responsibilities. During this time, you will also be dealing with the loss of a loved one. We recognize that this can be a difficult time, and we are respectful to you and your family's situation. The loss of a loved one is a stressful event. We are here to assist you in working through all of the tasks that need to be completed, which include:

• Identifying the assets
• Determining the value of the assets
• Preparing an accounting of the estate
• Dealing with tax issues, including the decedent's personal income taxes and the estate's taxes
• Filing documents
• Court filings
• Probate pleadings
• Preparing any necessary fiduciary and individual income tax returns
• Preparing estate tax return (if applicable)
• Preparing Iowa inheritance tax return (if applicable)
• Handling creditors
• Distributing assets to beneficiaries

Trust Administration

Trust administration can involve revocable trusts and irrevocable trusts. Many elements of trust administration are similar to estate administration such as:

• Identifying the assets in trust
• Determining the value of the assets in trust
• Instructions or preparation of an accounting of the trust
• Dealing with tax issues, including the trust's fiduciary income tax return
• Filing documents
• Handling creditors
• Distributing trust assets to beneficiaries

Executors and trustees can turn to Beatty & Miller, P.C., with confidence. We provide complete representation throughout the entire processes of estate and trust administration. Should a dispute arise regarding the terms of a will or the administration of a decedent's estate or trust estate, we can explore your options for reaching a resolution of the dispute.

Contact a Waukee Estate and Trust Administration Attorney

If you would like more information or to schedule a consultation regarding our estate and trust administration practice, contact us online or call 515-225-1100.