Settle an Estate with Confidence
Let our team of professionals ease the burden of the estate settlement process.
Simplifying Estate Responsibilities
A Team You Can TRUST.
Navigating the estate settlement process can be time-consuming and stressful, especially when dealing with the loss of a loved one. When acting as Executor or Administrator of an Estate, we ensure all steps are followed professionally and timely, reducing stress on loved ones and minimizing risk and expense.
Estate Settlement Steps
- Filing the Petition to probate a will or administer an estate.
- Providing Notice to heirs, beneficiaries and creditors.
- Collection, Inventory, and Appraisal of assets.
- Communication with attorneys, CPAs, heirs, beneficiaries and creditors.
- Resolution of debts and expenses.
- Winding up business interests, transferring and/or selling real estate and personal property interests.
- Filing all required taxes.
- Distribution of assets.
