Estate Administration

Estate Administration (Header)Shadow Image

After a death, we assist the person or corporation who is responsible for the settlement of the estate.

This entails collecting, valuing and preserving the decedent’s assets, communicating with the beneficiaries, and tax planning. We work with investment advisors and accountants to ensure the timely and accurate disposition of the assets in accordance with the decedent's wishes as set forth in the estate planning documents. We also prepare estate tax returns and income tax returns when appropriate.

Next: Guardianship