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Our firm specializes in handling all estate or trust services as an executor or trustee to include:
- Qualification as personal representative
- Notice to heirs or beneficiar(ies)
- Appraising the assets
- Gathering and inventorying all assets of the estate or trust
- First and subsequent court-filed accountings
- Collecting any payments or debts owed to the estate or trust
- Opening estate or trust account
- Paying any debts owed by the estate or trust
- Filing and paying local, state and federal income, fiduciary and estate taxes
- Ancillary administration for out-of-state real property
- Distributing assets to the beneficiaries as stipulated in the will, state inheritance laws or trust
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