Probate and Trust Administration

Upon 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.