Estate Administration

Overview Attorneys & Paralegals Related Practices News Resources

Administering an estate after the loss of a family member or friend can be overwhelming. That’s especially true if you are unfamiliar with the complex legal requirements and procedures involved. Our attorneys and paralegals are here to support you, whether you need specific guidance or want us to manage the process on your behalf. Our highly experienced team includes three CPAs, State Bar certified paralegals and two board-certified attorneys in estate planning and probate law.

Our Experience

Probate, including preparation of documents required to open and close testate and intestate estates
Counseling executors and trustees with estate, trust and fiduciary issues
Estate inventories and collection of assets
Trust funding and administration
Distribution of assets to beneficiaries
Estate tax strategies and the filing of fiduciary income tax returns
Preparation and filing of estate (Form 706), gift (Form 709) and generation skipping transfer (Form 709) tax returns
Management of inherited assets to minimize tax exposure
Litigation involving the validity, interpretation and administration of wills and trusts