If you have been named the executor of a Will, you have likely been overwhelmed by the various requirements, notices, and tax claims. Filling out state and federal schedules and meeting (or trying to meet) strict deadlines can be difficult. It’s not only helpful, it is essential to call on the assistance of a professional who understands and is well-versed in estate administration.
We will work with the personal representative to assist in administering the estate. We have experience in asset collection, the tax laws as they relate to estates, local practices with regard to assets and debts, and the final distribution to beneficiaries of the estate. We have worked with all of the local entities and can help you administer the estate of your loved one. Whether it is a small estate or a federally taxable estate, we can help.
Our office has many years experience in handling estates, both great and small. Whether your estate is federally taxable and requires additional post mortem planning, or is a simple, one-asset estate, we will help.
Estate administration may include:
Our office is skilled at dealing with each and every step of estate administration.