Fiduciary Advisory & Continuity
Trust Administration
& Probate Services
Navigating the transition of wealth with clarity, compliance, and compassion.
Steady Counsel for Complex Transitions
The true value of an estate plan is tested during its administration. Whether you are a named Successor Trustee or an Executor navigating the probate courts, the technical and emotional burden of settling an estate can be overwhelming.
Our attorneys provide the comprehensive legal oversight required to ensure fiduciaries meet their legal obligations while honoring the intentions of the deceased with minimal friction.
Key Fiduciary Support:
- Asset Valuation & Inventory
- Creditor Notification & Negotiation
- Tax Compliance & Filings
- Trust Accounting & Transparency
- Final Asset Distribution
The Path to Resolution
Assessment
Reviewing the will or trust documents to identify immediate legal requirements and fiduciary duties.
Marshalling Assets
Securing and valuing all estate property, from real estate to digital assets and investment portfolios.
Notifications
Legal notification to heirs, beneficiaries, and creditors as required by Missouri state law.
Distribution
Settling final debts and taxes followed by the orderly transfer of assets to the named beneficiaries.
Continuity for Families
By utilizing the AEGIS Law platform, our attorneys leverage enterprise-level accounting and project management tools to track every detail of an administration. This ensures that probate timelines are met, court filings are accurate, and beneficiaries are kept informed throughout the process.
Fiduciary Advisory & Continuity
Trust Administration
& Probate Services
Navigating the transition of wealth with clarity, compliance, and compassion.
Steady Counsel for Complex Transitions
The true value of an estate plan is tested during its administration. Whether you are a named Successor Trustee or an Executor navigating the Missouri probate courts, the technical and emotional burden of settling an estate can be overwhelming.
John and Michael Gunn provide the comprehensive legal oversight required to ensure fiduciaries meet their legal obligations while honoring the intentions of the deceased with minimal friction.
Key Fiduciary Support:
- Asset Valuation & Inventory
- Creditor Notification & Negotiation
- Tax Compliance & Filings
- Trust Accounting & Transparency
- Final Asset Distribution
The Path to Resolution
Assessment
Reviewing the will or trust documents to identify immediate legal requirements and fiduciary duties.
Marshalling Assets
Securing and valuing all estate property, from real estate to digital assets and investment portfolios.
Notifications
Legal notification to heirs, beneficiaries, and creditors as required by Missouri state law.
Distribution
Settling final debts and taxes followed by the orderly transfer of assets to the named beneficiaries.
Continuity for Missouri Families
By utilizing the AEGIS Law platform, John and Michael Gunn leverage enterprise-level accounting and project management tools to track every detail of an administration. This ensures that probate timelines are met, court filings are accurate, and beneficiaries are kept informed throughout the process.