Estate Administration

I help you understand your objectives, no matter the size and complexity of your estate. I will help you to understand the different strategies available to help you effectively distribute your property, while minimizing the tax burden on your estate. I will prepare all the documents required to establish and implement your estate plan.

I work with clients at all stages of the administration of an estate, from the initial filing with the Probate Court, through the final distribution of assets. Administration and Probate will typically include the following:

• Petition to Offer the Will for Probate
• Appointment of Executor (if appointed in a Will), or Administrator (if no Will)
• Determination of heirship if no will
• Publication of Notice to Creditors
• Filing an Inventory, Appraisal, and/or Annual Returns with the Court if required
• Payment of liabilities of the estate
• Funding Trusts created in the Will