Estate Administration

Please contact me if you would like to discuss the estate administration process. I regularly advise and assist executors, administrators, personal representatives, and trustees with respect to their duties, and also serve in these roles if needed. When you administer an estate, you are managing assets for others and are therefore considered a “fiduciary,” charged with a high degree of care and duties to the court, tax authorities, creditors, and beneficiaries. The work falls into three main categories: (1) estate and trust administration work (with or without mandatory court involvement), (2) income tax work, and (3) estate tax work. Within these broad categories, there are many tasks and considerations. Creating an action plan early on can make the process unfold more smoothly and prevent costly errors.