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Fegreus & Broderick

Fegreus & Broderick

  • Services
    • Estate Planning
    • Probate and Estate Admin
    • Trustee Services
    • Litigation
    • Real Estate
  • The Firm
    • Michael Broderick
    • Edward Fegreus
    • Sydney Blomstrom
    • Tatiana Barsukova
  • Contact Us
  • Services
    • Estate Planning
    • Probate and Estate Admin
    • Trustee Services
    • Litigation
    • Real Estate
  • The Firm
    • Michael Broderick
    • Edward Fegreus
    • Sydney Blomstrom
    • Tatiana Barsukova
  • Contact Us

Probate and Administration of Estates

The legal process to obtain appointment of a Personal Representative (a “P.R.”, formerly known as Executor) and to probate a Will can be daunting. What’s more, following appointment, a P.R. can face a myriad of legal and accounting obligations. We represent and guide our P.R. clients from day one through closing the estate to ensure they have satisfied all of their obligations and administered the estate in a fair and transparent manner, consistent with the intent of the friend or family member who has passed away.

 

We also represent beneficiaries of estates who have concerns that a P.R. may not be handling the estate as required by the law or in the beneficiary’s best interests. In these cases, we use the many tools available under the law to hold the P.R. accountable to the beneficiaries.

Our Services

Estate Planning

There is more to an estate plan than just a Will. Read more about our comprehensive approach here.

More About Estate Planning

Probate and Administration of Estates

Serving as Personal Representative of an estate can be tricky. Read more about how we guide our clients through an estate from start to finish here.

More About Estate Administration

Our Services

Trustee Services

Trusts come in all shapes and sizes, and serving as a Trustee is always unique to a particular trust. Read more about how we assist Trustees here.

More About Trustee Services

Trust, Estate and Real Estate Litigation

Disputes can be difficult. Whether clients are looking for creative solutions to save on litigation costs or are determined to go to trial, we can help.

More About Litigation

Real Estate Conveyancing

We offer conveyancing (purchase and sale) services to existing clients and referral partners. Read more here.

More About Conveyancing

Trustee Services

Trusts come in all shapes and sizes, and serving as a Trustee is always unique to a particular trust. Read more about how we assist Trustees here.

More About Trustee Services

Trust, Estate and Real Estate Litigation

Disputes can be difficult. Whether clients are looking for creative solutions to save on litigation costs or are determined to go to trial, we can help.

More About Litigation

Real Estate Conveyancing

We offer conveyancing (purchase and sale) services to existing clients and referral partners. Read more here.

More About Conveyance
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Fegreus & Broderick, LLP

21 Custom House Street, Suite 480
Boston, Massachusetts 02110
t: (617) 737-9100 | f: (617) 737-9123
info@fegreuslaw.com

Jointly held property, including financial account Jointly held property, including financial accounts, are classic non-probate assets which transfer to a surviving joint tenant by law and therefore avoid probate. Except when they don’t. 

As the Appeals Court confirmed in a recent decision, accounts held jointly “for convenience only” are, in fact, part of the probate estate and not a transfer to the surviving joint owner. “For convenience only” would be, for instance, where an elderly account holder authorizes a child to be a joint owner for the purpose of aiding in paying monthly bills, etc. 

However, the burden of proof is upon the P.R. of the deceased account owner’s estate to show that the joint ownership was intended for convenience only, thereby bringing the account into the probate estate.
Many people still pass away without an estate plan Many people still pass away without an estate plan, leaving important questions for their families. Who takes control? What happens next? Who receives what?

Without a plan, state intestacy laws step in with a one-size-fits-all approach that may not reflect your wishes or your family’s needs.

Fegreus & Broderick, LLP helps clients plan ahead and choose the right Personal Representative to ensure their estate is handled the way they intend.
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