Estate Administration
SETTLEMENT • FILING • DISTRIBUTIONS • ACCOUNTING • TAX • COMPLIANCE Comprehensive estate administration designed to simplify the complex process of settling a loved one’s affairs. We guide executors, personal representatives, and families through every step — from valuation and filings to distribution and compliance — ensuring accuracy, transparency, and peace of mind.
Our Key Services
What We Handle
Our Process
Review
Examine will, trust, or probate documents and identify reporting requirements.
Value
Gather, appraise, and classify all estate assets for inventory and tax filings.
File
Prepare and submit Form 706, Form 1041, and applicable state filings.
Reconcile
Manage estate cash flow, debt payments, and asset liquidation.
Distribute
Coordinate accurate and timely distributions to beneficiaries.
Close
Finalize accounting, obtain releases, and close the estate.