295 Madison Avenue, 12th Floor, New York, NY 10017

At Jorges & Bowers, LLP, we have more than 35 years of combined experience with the administration of estates.  We understand the importance of legal counsel in the area of administration of estates. We represent clients in all aspects of estate administration, including

Estate Probate

Estate administration is the legal process of administering the estate of a deceased person, resolving all claims and valid debts of the decedent, and distributing the deceased person’s personal property and real property under a valid will, valid trust, or through the intestacy laws if there is no will. Our experienced team can guide you through every step of the estate administration process, including:
  • Initiating Probate:
    We assist in filing all the necessary paperwork with the surrogate’s court in the county in New York that the decedent was domiciled in. We can give personal attention and detail to every file so as to lead to the timely appointment of a nominated executor (when there is a will) or administrator (when there is no will).
  • Asset Inventory:
    We help identify the assets of the decedent, including real estate, bank accounts, investments, and personal property. As part of this process, we identify and explain what personal property is subject to the probate process (i.e., probate property) and which property is not subject to the probate process (non-probate process that passes by operation of law or the terms of a trust.
  • Debt Resolution:
    We work to settle all valid outstanding debts and claims (and advise when a debt or claim is not valid against the decedent’s estate. This includes advice and representation to the executor or administrator against to ensure proper notification to creditors and managing any disputes that may arise.
  • Distribution of Assets:
    We oversee the legal distribution of assets to beneficiaries when there is a valid will, including preparing accountings and receipt and release waiver documents to be signed by all beneficiaries of a valid will. If there is no will (or valid will) we ensure the proper distribution to the distrubutees under the statutory rules set up under New York law.
  • Probate Litigation:
    In cases where disputes arise, we are able to connect our clients with various attorneys that we have long standing relationships with, for competent representation in surrogate’s court.
  • Estate Tax Planning:
    We offer strategic advice to minimize estate taxes and maximize the value of assets passed on to beneficiaries.
Navigating the estate administration process does not have to be complex and overwhelming. With Jorges & Bowers by your side, you can rest assured that you will get thoughtful and efficient representation, as we handle every file with care. Contact us today to schedule a free telephone consultation.

Trust Administration

Our experienced team is dedicated to guiding you through the complexities of trust administration with professionalism and compassion. Whether you’re a nominated trustee navigating your current responsibilities or a beneficiary seeking clarity regarding your rights and/or fiduciary obligations, we’re here to provide tailored solutions to meet your specific and personal needs.

Our approach to trust administration is rooted in transparency, communication, and efficiency. We understand that each trust is unique, and we work closely with trustees, beneficiaries, and other stakeholders to ensure that the intentions of the trust creator are carried out effectively.

From asset management and distribution to tax planning and compliance, our comprehensive services cover every aspect of trust administration. With a focus on detail and accuracy, we strive to minimize the burden on trustees while maximizing the benefits for beneficiaries.

At every step of the process, we prioritize trust and integrity, building lasting relationships based on honesty, reliability, and trustworthiness. Whether you’re navigating the administration of a simple revocable trust or a complex estate plan, you can trust us to provide expert guidance and support every step of the way.

Contact us today to learn more about how we can assist you with your trust administration needs.

Get Help with Estate Administration

As your trusted advisors and advocates, we are at your side to make the estate administration process as stress-free and as understandable as possible. For more information or to schedule a consultation, please contact us online or call us at (212) 768-0088.