Trust Administration Archives – Russell W. Hall & Associates, P.C.

Russell W. Hall & Associates, P.C.Attorneys at Law

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Trust Administration

Family dinners and probate

Corporate trustees are expensive. Talk to your children, and maybe you won’t need one.

Two pump jack silhouettes at dusk on the prairie

Minerals and estate planning

Record retention reduces the cost of estate planning and probate for mineral owners.

people made of gears and cogs exchanging ideas and parts

Crowdsourcing Probate

Your neighbors ask good questions. The answers may help you, too. Join the exchange here.

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Please select the services you’d like:

Estate Planning

Simple Wills
Complex Wills
Living trusts
Powers of attorney and medical directives
Gift trusts

Probate

Wills and letters testamentary
Heirship and letters of administration
Family settlement agreements
Funding of testamentary trusts

Trust Administration

Trustee resignation and succession
Trust amendments and modifications
Trust distributions
Trust terminations

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What is the approximate value of the assets, probate estate, or trust we'll be assisting you with? (Don't subtract debts or other liabilities. Do include trust assets, life insurance death benefits, and other nonprobate assets).

Under $90,000
$90,000 to $1,000,000
$1,000,000 to $5,000,000
$5,000,000 to $10,000,000
Over $10,000,000
I'm not sure. I'll need your help to determine the value.
I prefer not to say at this time.

Is anyone involved (you or a spouse, child, grandchild, or other family or any fiduciary, e.g., your executor) receiving needs-based governmental benefits, such as Medicaid or SSI? (Medicare is not a needs-based program). If so, list their names and relation to you.

Needs-based governmental benefits

Is there a deadline we need to consider, such as upcoming travel, surgery, or a court date? If so, please explain.

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Depending on the type of services needed, hourly fees will be $425 for associate attorneys, and $575 for shareholders. Estate plans may be fixed fee, with simple will packages starting at $3,000 ($3,500 for married couples). Is this within your budget?

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Estate Planning

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Most spouses attend the initial interview together, and we prefer that, unless you want to keep your plan confidential. Will your spouse be attending?

Probate

If probate, what is the Decedent’s name?* *

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What was the date of death?

Trusts

If trust administration, what is the name of the trust?

Who is the current trustee? (If more than one, name all corporate and individual trustees)

No Trustee

No one is currently serving as trustee

If no one is serving as trustee currently, who was the last acting trustee?

No one has ever served as trustee

None. (No one has ever served as trustee)

When was the trust first funded?

I don’t know the exact date of trust formation.

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Russell W. Hall & Associates, P.C. - BellaireAttorneys at Law

6750 West Loop South, Suite 920, Bellaire, TX 77401| Phone 713.662.3853

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