Trust & Estate Administration

The Probate Team at Roberts & Eddy, P.C. has handled 500+ Estates and Trusts. We take pride in delivering prompt responses and completing the estate process efficiently. We understand this may be a difficult time for our clients. Our team of specialists will compassionately and professionally guide Executors, Administrators, or Beneficiaries through the various scenarios that may arise with each unique family dynamic and situation. We enjoy building relationships with our clients through this process and appreciate the opportunity to assist you as we navigate the legal probate process together.

Including but not limited to ...

Opening an estate

Prepare and complete all legal notices required by State of Iowa laws

Prepare an inventory of all assets

Assist in making a thorough search of all debts and obligations

Prepare all tax returns for the estate, or work with your CPA to complete the same

Counsel and advise on any related questions or matters arising out of the estate administration

Assist in liquidating assets of the estate

Representation of beneficiaries

Our Trust & Estate Team

For questions or more information on our trust & estate services, please contact us at probate@robertseddy.com.

Brian C. Eddy

Attorney

Stephanie A. Sailer

Attorney

Brandy Schultz

Probate Specialist

Melanie Svoboda

Probate Specialist

Nancy Hermsen

Probate Specialist

Vicki Anderson

Probate Specialist

Testimonials

Tricia Trust Officer, BankIowa

As a Trust Officer working in the banking industry for over twenty years, I am confident in recommending the Probate Team at Roberts & Eddy, P.C. as a reliable resource for our bank's clients in matters related to trusts and estates. Their professionalism, expertise, and commitment to client satisfaction align well with our bank's values and commitment to delivering the highest quality financial and legal services.

Sandi Good financial decision.

Roberts & Eddy, P.C. team were very helpful in closing our parents' estate. The attorneys were always quick to respond and gave clear professional instructions to help us navigate the process together. I also feel choosing Roberts & Eddy, P.C. was a good financial decision for our family due to their method of establishing attorney fees to close the estate. I would highly recommend this business.

Brenda Highly recommend!

I highly recommend Stephanie Sailer at Roberts & Eddy, P.C. Stephanie handled the estate of my mother and was extremely helpful every step of the way. We have a large family and none of us had ever been through the probate experience before. Stephanie and Vicki Anderson at Roberts & Eddy, P.C. were more than patient in answering all of our questions, responded quickly to all emails and phone calls, and took the time to explain things in detail. They made a difficult time in our lives a bit easier.