Probate, Estate and Trust Administration

If you have recently lost a loved one, facing the prospect of distributing your loved one’s assets and administering the terms of his or her estate can be daunting. From filing papers with the court to dealing with creditors, all aspects of the process are likely to be unfamiliar, and you will need to carefully observe your loved one’s final wishes in order to mitigate the risk of disputes between your family members and other parties.

At Lee Law Office PC, we provide compassionate, one-on-one legal representation for family members who are going through the probate and trust administration processes in Montana. We understand that this is a difficult time, and we know how important it is for individuals who have been appointed as trustees and personal representatives to manage their duties responsibly. We also provide advice and legal representation for heirs, beneficiaries and other parties who have an interest in the outcome of probate and trust administration proceedings, whether that means ensuring an accurate interpretation of a loved one’s trust documents or filing a will contest in court.

Legal Representation for Personal Representatives and Trustees

Personal representatives and trustees have a number of responsibilities under Montana law. We guide personal representatives and trustees through all aspects of the estate administration process, from initiating probate and taking inventory of probate and trust assets to providing notice to creditors,  and appropriately distributing estate assets. When an estate plan calls for the appointment of a conservator or guardian, we provide assistance with these legal proceedings as well, working closely with our clients to ensure that they understand their obligations and have a clear picture of the steps they need to take in order to close their loved ones’ estates.

Legal Representation for Heirs, Beneficiaries and Other Interested Parties

In addition to representing personal representatives and trustees, we also represent heirs, beneficiaries and other parties who have an interest in the outcome of the estate or trust administration process. We provide advice and assistance for all matters related to the probating of decedents’ wills and the enforcement of revocable and irrevocable trusts, including:

• Locating wills, trusts and other estate planning documents
• Interpreting estate planning documents
• Challenging the enforceability and interpretation of wills and trusts
• Challenging estate creditors’ claims
• Enforcing named beneficiaries’ rights
• Enforcing heirs’ rights under the law of intestate succession
• Business succession

Regardless of your specific needs, and even if you are not sure of your rights or what you need to do, we can help, and we invite you to give us a call. Our attorneys will explain what you need to know in language you can understand so that you can feel confident in your decisions going forward.

Contact Our Shelby, MT Law Offices for a Confidential Initial Consultation

If you would like to speak with one of our attorneys about the administration of your loved one’s estate, we encourage you to get in touch. To get started with a confidential initial consultation, please call 406-434-5244 or request an appointment online today.