When a loved one dies, after the funeral there is hard work to be done. It can be an overwhelming process for those left behind.
Often a will must be probated. The decedent’s assets must be collected and retitled in the name of his or her estate and must be valued for tax purposes. Debts must be ascertained and addressed and administrative expenses carefully reviewed and paid. Tax returns must be prepared and filed. In many cases an “accounting” of all the transactions in and out of the estate account must be prepared and in some cases filed with the Court. The disposition of assets under the Decedent’s will or the intestate law must be carried out.
Serving as executor is not ceremonial; it can be time consuming and emotionally trying. We’re here to help with the burden and to help take advantage of any post mortem planning and tax options that may benefit the family.