Estate Admin

Estate Administration

I have provided advice and assistance to personal representatives from the opening of an estate and presentation of a will for probate, through the final audit and discharge of the executor. Again, for more complex estates involving the filing of federal estate tax returns, outside expertise is retained for the client’s benefit. I have on occasion served in the capacity as an executor for clients. Should the client request the inclusion of their personal financial advisor or accountant, I will work with the client’s selected representatives to assure the orderly and timely administration of the estate.