Trust & Estate Administration

Trust and estate administration can be complex, especially for blended families, closely held businesses, or real estate–heavy estates. At DK Legal, we provide practical, step-by-step counsel so fiduciaries understand their duties and families know what to expect. We help you coordinate non-probate transfers with the will or trust, maintain clean books, and keep the process moving.

Our typical roadmap includes:

• Authority & setup: Confirm trustee/administrator authority, obtain EINs, open estate or trust accounts, and establish recordkeeping.
• Notice & communication: Provide required beneficiary/creditor notices and set expectations with a simple timeline of next steps.
• Inventory & valuation: Identify, marshal, and value assets; engage appraisers when needed; document basis information.
• Ongoing management: Pay valid expenses, manage property, address insurance and leases, and keep receipts/disbursements organized.
• Taxes & compliance: Coordinate final 1040s, fiduciary 1041s, and any state filings; track withholding on distributions.
• Distributions: Make interim/final distributions per the instrument and Kansas law; obtain receipts and releases.
• Accounting & wrap-up: Prepare informal or court-ready accountings and close the administration.

Typical documents and components we prepare include:

• Acceptance of trustee/administrator and Letters (if applicable)
• Beneficiary and creditor notices; publication and proofs
• Inventory, appraisals, and property transfer documents
• Fiduciary accountings (interim and final)
• Tax filings coordination (1041/1040) and withholding support
• Receipts, releases, settlement agreements, and closing documents

Our goal is the same in every matter: efficient administration, accurate reporting, and distributions that reflect the trust or will—delivered with clear communication and fewer surprises.