I want to thank you again for walking me through the probate process. This has been a very difficult time and you have most definitely helped to ease the burden of it all. Thank you for being so compassionate and caring and willing to listen to me always. You have been a blessing to me! With sincere appreciation.” - Jill
We help residents in Sun City, TX, Georgetown, TX and San Antonio, TX probate wills, obtain letters testamentary, transfer title of estate assets, negotiate will all types of creditors, and administer the estate.
GUARDIANSHIP, PROBATE & TRUST ADMINISTRATION
Have you ever personally changed the oil in your automobile? I have. It is one of those things that some people figure out, do themselves, and save money. It is also one of those things that can lead to very significant damage and high repair costs. I can tell you from my own experience that you must make sure the seal for the old oil filter is removed before you install the new oil filter. If you forget, like I did, there will be a big oil mess and a big price to pay to fix the engine.
The same is true for administration of a probate estate and dissolution and termination of a trust. It is possible for an individual to administer a probate estate or a trust without the help of a professional. It is not, however, advisable.
A probate personal representative, independent executor, and trustee all have fiduciary duties. The fiduciary duty is the highest duty imposed by law. The law requires that the personal representative, executor, and trustee follow the instructions of the will or trust and also to act in the best interests of the beneficiaries. Just like a mistake while changing the oil in your automobile is costly, a mistake made acting as personal representative, executor, or trustee is also expensive. A breach of the fiduciary duty will result in personal liability of the personal representative, executor, or trustee.
- Todd A. Marquardt, Managing Attorney and President
One of the few certainties in life is our own demise. While this not a pleasant thought, it is a reality. Upon the death of a loved one, families are often dealing with grief, uncertainty and the stress associated with the daunting task of handling the affairs of the Estate. Whether a loved one passed on leaving a written will or not, the specter of maneuvering the legal system can be overwhelming, but it is often necessary. Within my own family I have seen the turmoil that can be created upon the death of a loved one and in my experiences I have seen how animosity, tension and distrust can be created when an Estate is not properly handled. These experiences have led me to approach every probate and estate administration as a partnership with my client and to approach their situation not only as an advocate, but also a compassionate and sympathetic guide through the process. I believe strongly in resolving every probate and estate administration quickly, diligently and with as little stress as possible for my clients. While I cannot guarantee that every case will be simple, I can say with all confidence that your matter will be handled with all of the care and compassion it deserves and that you, as a client, will be treated like an individual, not a cause number.
- Michael V. Malone, J.D., LL.M., Associate Attorney