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.