We handle all phases of the administration of a decedent’s estate, from the transfer of decedent’s assets to the appropriate beneficiaries after death, to the implementation of post-death planning techniques that may be advisable for tax and succession planning purposes. In addition, we have extensive experience in advising trustees and other fiduciaries in the administration of decedents’ trusts post-death.
Probate and Estate Administration Services include:
- Administering the transfer of decedent’s assets upon death to the proper beneficiaries
- Advising the decedent’s executor and/or trustee on all aspects of estate and trust administration
- Preparation of decedent’s final income tax return and Form 706 Estate Tax Return
- Planning for and carrying out any advisable post-death tax and succession planning