Co-trustees, who were also primary beneficiaries, engaged DeAngelis Legal to assist with the administration of their parent’s trust. Unfortunately, their parents had not transferred all assets to the trust. DeAngelis Legal assisted the trustees with the documentation necessary to obtain control over all assets of the trust without the need for probate through the Affidavit of Small Estate. See Small Estate Affidavit Limits. We also assisted with the paperwork to transfer a Vanguard retirement account among the beneficiaries.
