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Probate & Trust Administration​

 

Losing a loved one is difficult enough without the added stress of navigating the legal and financial responsibilities that follow. At Riverwood Law & Tax, we guide families through every stage of probate and trust administration with care, clarity, and efficiency.

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Probate Administration
 

Probate is the court-supervised process of settling a person’s estate after death. It involves validating the will, identifying and valuing assets, notifying creditors, paying debts and taxes, and distributing the remaining property to beneficiaries. Our team handles the paperwork, court filings, and communication with the court to ensure the process moves smoothly, while keeping you informed every step of the way.

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Trust Administration
 

If a trust is in place, administration may avoid probate but still requires careful management. Trustees must gather and manage trust assets, provide accounting to beneficiaries, pay expenses and taxes, and make distributions according to the trust’s terms. We assist trustees in carrying out these duties properly, reducing the risk of errors or disputes and ensuring compliance with legal requirements.

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Why Work With Us
 

Probate and trust administration can be complex and time-consuming, often coming at a time of grief and uncertainty. We provide compassionate guidance and professional support to ease the burden on families and fiduciaries. Whether you are an executor, trustee, or beneficiary, we work diligently to protect your rights, honor the decedent’s wishes, and bring resolution with as little stress as possible.

Estate Planning

Ph: (262) 446-8145

Fax: (262) 436-2628

Service Areas​

Serving all of Waukesha County including Brookfield, Waukesha, and Oconomowoc, Southeastern Wisconsin, Madison, and Northern Illinois.

Business Hours​

Monday - Friday: 9am to 5pm

Saturday - Sunday: Closed

Estate Planning

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