Probate and Trust Administration
Guiding Families Through The Next Steps
Upon the death of an individual, we provide post-mortem administrative services, including:
Assisting with the handling of a trust or probate estate and the collection of assets
Payment of claims and ultimate payout of assets.
Determination and/or appraisal of assets for purposes of estate tax issues and distribution to beneficiaries.
Review and consideration of income and estate tax
Consequences and recommendations to minimize these taxes.
Preparation and filing of the decedent’s final income tax returns, the income tax returns of the estate and/or trust, and the federal estate tax return, if necessary.
Our probate/trust administration services are charged on an hourly basis as opposed to a percentage of the estate.