Estate Administration

Question:
I am feeling overwhelmed in trying to get my estate in order. What services do you provide to help me with this?

Answer:
When faced with the loss of a loved one, the details involved in settling an estate or trust can be overwhelming. We can help you navigate through the process efficiently and effectively.

As caring professionals, with over 60 years of experience administering estates and trusts, we will:

• Secure proper appraisal and preservation of assets.
• Ensure that the estate or trust receives all interest, dividends and other income to which it is entitled.
• Administer and minimize obligations, taxes and administrative costs.
• Prepare and file all required pleadings, reports and tax returns.
• Counsel the personal representative or trustee to ensure compliance with all applicable laws and minimize the tax burden and other transfer costs.

We also help with legal matters related to estate administration and probate, including:

• Tax filing and tax issues
• Probate administration
• Probate litigation
• Contested wills
• Distribution of assets
• Trustee and beneficiary representation