CCK Bequest Management – Providence, RI

Specialized Legal Services for Non-Profits and Charities

Planned giving is a vital source of revenue for charitable organizations, but managing bequests can be a complex and administrative burden. CCK Bequest Management, a specialized practice group within the nationally recognized firm Chisholm Chisholm & Kilpatrick LTD, is dedicated to helping non-profits navigate this challenging landscape. We understand that every dollar counts when it comes to fulfilling your mission. Our team of experienced attorneys and professionals acts as a partner to your organization, ensuring that donor intent is honored and that gifts are distributed promptly and fully. If you represent a charity looking to hire a lawyer to streamline your bequest administration, our firm offers the expertise and resources you need to maximize your revenue while minimizing your workload.

Maximizing Gifts and Minimizing Risk

Our practice is focused exclusively on Bequest Management. We handle the entire administration process, from the moment a bequest is notified to the final distribution of assets. We scrutinize wills, trusts, and probate documents to identify any discrepancies or potential legal challenges. Our proactive approach helps to resolve disputes with family members or other beneficiaries before they escalate into costly litigation. By outsourcing this complex work to us, your internal team can focus on what they do best: cultivating relationships with donors and advancing your cause. We work on a contingency fee basis, meaning our interests are fully aligned with yours-we only get paid when you receive your gift.

• Document Review: Comprehensive analysis of wills, trusts, and tax returns.
• Probate Administration: Navigating the court system to ensure efficient estate settlement.
• Dispute Resolution: Defending your organization’s rights against contested bequests.
• Performance Tracking: providing detailed reporting on bequest activity and revenue.

Headquartered in Historic Providence

Our main office is located at 321 South Main Street, in the heart of Providence’s historic College Hill neighborhood. Situated along the Providence River, our location places us near the city’s legal and financial hubs, including the Providence County Superior Court. While we are based in Rhode Island, we represent charitable organizations across the country. We invite you to contact us to learn how we can enhance your planned giving program. If you need a lawyer urgently to intervene in a complicated estate matter, CCK Bequest Management is ready to advocate for your organization.