Fiduciary Services

Conservatorship

Do you have a family member who is a minor or who, as an adult, is no longer capable of making decisions regarding their personal matters and financial affairs? Do you need someone to manage and protect your loved one’s estate?

When an individual is unable to handle his or her finances or personal decisions, a guardian (has control over the person including health care decisions) and/or conservator (has control over finances) may be appointed. You can leave this up to a family member or friend, or work with our experienced team that will ensure that the estate is always handled properly and efficiently when an individual can no longer make their own financial decisions.

Our attorneys can serve as a conservator – a representative who will make financial planning decisions that are in the best interest of the estate. We are able to navigate Medicaid benefits, long-term care planning, and help avoid potential lawsuits before they do damage.  Because of our extensive background in accounting, our firm is uniquely positioned to offer clients specialized financial expertise and management skills.

Our fiduciary services are powered by a unique combination of CPA experience and legal expertise. Our fee structure, meanwhile, makes our services feasible for estates of all sizes.

Contact us today to schedule an evaluation and learn how we can protect and manage your loved one’s financial affairs.

Personal Representative in Probate

When a death occurs without planning or with nothing more than a Will, the assets must go through a legal process called probate before ownership can be transferred to heirs. Our attorneys are highly qualified estate administrators and willing to serve as Personal Representative, ensuring a smooth, cost-effective transition of assets. Or, if there are concerns about the fairness, quality, or legality of an existing estate’s administration, our probate litigation expertise can help you resolve disputes effectively and efficiently.

Probate Administration includes:

  • Will validation to the probate court
  • Inventory of the deceased person’s property
  • Determining the value of the deceased person’s property
  • Evaluating debt, valid creditors and any taxes or payments due
  • Property distribution as the Will or the law directs
  • Ensuring that attorney and court fees are paid from estate assets

The attorneys at Pregenzer Baysinger Wideman & Sale help families navigate their way through the probate process. Contact us today to discuss the best options for your unique situation.