Probate & Trust Administration

Our mandate is to provide you with clear guidance while helping you navigate the complex family dynamics and emotional undercurrents that can surface when a loved one dies.

If you are appointed to serve as a personal representative or trustee, B&I PARTNERED PLANNING can direct you through the intricate process of probate and trust administration.

This includes preparation of all necessary forms and records, as well as help resolving any issues with heirs, the IRS, Maine Revenue Service or other governmental agencies. We represent heirs, beneficiaries, and fiduciaries in a wide range of proceedings in probate courts throughout Maine, and also represent clients in guardianship and conservatorship proceedings.