Estate Settlement

In addition to estate planning, we offer services related to:

  • Probate and estate settlement;
  • Trust administration, including counsel to fiduciaries and beneficiaries; and
  • Advice regarding estate tax return preparation.

Settling the estate of a loved one can be stressful. We are happy to handle the entire process for you, or we can provide limited advice as needed. Services could include:

  • Submission of the Application for Probate;
  • Delivery of the required notice of Information and Rights to Heirs and Devisees;
  • Preparation of the Probate Inventory and Appraisement of assets;
  • Negotiation of creditors’ claims;
  • Obtaining appraisals as needed;
  • Handling of distributions to beneficiaries, including preparation of Deeds of Distributions;
  • Consultation related to income or estate tax filings; and
  • Preparation and filing of all documents required to close the estate.