Estate Administration
We can help with the final administration of your loved one's estate.
Dealing with the aftermath of a loved one's death can be overwhelming. We can help you make sense of the process and get the estate transferred.
If you call us, we can help you get started with the following:
1. A review of the current legal estate documents;
2. An inventory of estate assets with values, etc.;
3. An analysis of the transfer process for each asset;
4. An analysis of whether a Federal Estate Tax return is required or necessary;
5. Recommendations and procedures for ongoing administration of existing trusts, establishment of testamentary trusts, distributions and documentation.
