Scott can serve a client who is a personal representative or trustee, taking on numerous duties during his tenure.

Scott supports clients by preparing all the legal documents,  attending court hearings, and communicating with the beneficiaries and/or claimants. He can also provide a formal accounting of assets, receipts and disbursements, which must be prepared for review and approval by the beneficiaries, and in some cases, the probate court.

Scott’s experience as a legal counselor ensures he can steer clients through the maze of legal responsibilities and tax documents in order to avoid potential liability, or the dissatisfaction of the beneficiaries, who are in many cases close family members.

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