Compassionate Guidance, Practical Solutions

At Blake & Pulsifer we strive to bring a personal and companionate touch to probate and trust administration. Out goal is to provide practical solutions that facilitate financial and familial harmony. The death or disability of a loved one is always traumatic. The issues and decisions are daunting: in home vs. assisted living, nursing care, guardianships and conservatorships, terminal illness, the expense and stress of making final arrangements, and ultimately administering and distributing the estate. These burdens and the grief associated with bearing them can be overwhelming; costly mistakes are often made resulting in both monetary losses and unnecessary acrimony.

We take the time to understand the issues that are important to our clients and fully explain the options and processes inherent in estate management. When representing an individual Trustee or Personal Representative in the administration of an estate, we provide the client with specific customized instructions, one step at a time, that bring the job into focus. Additionally, in order to avoid tension between the administrator and the beneficiaries of an estate, we facilitate informative and open communications between all interested parties. Our team of seasoned professionals will stand by you from day one and ensure that all aspects of the administration process are handled in a timely, efficient, and transparent manner. With this approach, we can simplify the administration, preserve family harmony, and avoid costly mistakes.

Probate and Trust Administration Attorneys: Marc Pulsifer, Mark Moritz, Paul Liberatore.

Representative Estate
Management Clients

  • Children of Aging Parents
  • Individual Trustees
  • Personal Representatives (Executors)
  • Corporate Trustees
  • Private Fiduciaries
  • Agents under Powers of Attorney
  • Guardians and Conservators

Representative Estate
Management Services

Probate and Trust Litigation

  • Elder Law
  • Inheritance Disputes
  • Breach of Fiduciary Duty
  • Intestate Litigation
  • Lack of Testamentary Capacity
  • Undue Influence
  • Financial Exploitation of Vulnerable Adults
  • Last Minute Changes to Will or Trust
  • Will Contest
  • Third-Party Claims Against Trust or Estate
  • Claims Against Fiduciaries and Executors

All Aspects of Probate Administration

  • Planning and Consultation Regarding Final Arrangements
  • Opening Court Proceedings
  • Establishing Necessary Banking Arrangements
  • Tax Planning
  • Facilitating All Publications and Notices
  • Collecting Assets
  • Preparing Inventories and Appraisals of Estate Property
  • Identifying Creditors
  • Analyzing Creditor Claims for Payment
  • Safeguarding and Distribution of Personal Property
  • Managing Sales of Real Estate
  • Preparing Distribution Proposals
  • Facilitating Family Agreements
  • Preparing Required Accountings
  • Formal and Informal Closings

Collecting Non-probate Assets

  • Payable on Death Accounts
  • Joint Accounts
  • Life Insurance
  • Annuities
  • IRA’s
  • 401(k)’s
  • Pensions
  • State Retirement
  • Other Qualified Accounts

Representing and Consulting Trustees

  • Establishing the Trusteeship
  • Planning the Administration
  • Judicial Trust Reformations
  • Establishing Necessary Banking Arrangements
  • Tax Planning
  • Facilitating All Publications and Notices
  • Collecting Assets
  • Preparing Inventories and Appraisals of Trust Property
  • Identifying Creditors
  • Analyzing Creditor Claims for Payment
  • Safeguarding and Distribution of Personal Property
  • Managing Sales of Real Estate
  • Preparing Distribution Proposals
  • Facilitating Family Agreements
  • Preparing Required Accountings
  • Establishing Continuing Trusts
  • Establishing Protocols for Making Discretionary Distributions
  • Closing Trust Administrations
©2017 Blake & Pulsifer