Probate & Estate Administration
Our firm focuses on the custom drafting of trusts and probates, so we can meet a wide range of different clients' needs and cater to their specific goals and situations.
We can help you understand the complex tax laws that apply to your financial situation.
We help clients plan their estates in order to maximize and preserve the wealth they intend to pass on to their families, while minimizing their tax consequences. Estate planning is an important step for families, as it determines how and when one’s wealth is distributed to their surviving heirs. We work with families of all sizes and net worth to help assess their situations and determine their goals.
We can help you understand the complex tax laws that apply to your financial situation, develop a plan that best suits your needs, and address your financial concerns about your heirs and their futures.
We have extensive experience in handling diverse types of probate and estate planning matters by providing critical support for the following areas:
- Probate (all types)
- Trust Administration
- Estate Administration
- Joint Tenancy Transfers
- Beneficiary Distributions from Accounts and Insurance Policies
- Resealing of foreign Wills
- Civil law grants
- Filing citations and caveats
- Preparing Wills for domestic and foreign persons with Bahamian Assets