Administration Made Simple

Probate, Estate & Trust Administration

An estate administration is the practice of administering the assets of one’s estate after a death has occurred. At the time that an individual dies, there will be an estate administration either inside or outside of probate. Even the most well-planned estates will have an estate (or trust) administration component. There are tax returns to be filed, assets to be inventoried, valued and distributed, creditors to be paid, and distributions to be made.

Estate Planning Solutions

Professional Estate Planning Services

Estate planning is the process of analyzing your assets, while you are living, to develop a plan that will meet your overall objectives both during your life and after you die. Some objectives are to distribute assets according to your wishes, to minimize the costs of estate administration and to minimize taxation associated with the transfer of your assets.

Estate Planning Questionnaire