Estate administration in probate court can be a complex process. Typically, an attorney’s assistance is necessary for an executor or administrator to properly and efficiently fulfill his or her duties.
At Niehaus Law Office, we represent executors and administrators who are responsible for handling a loved one’s estate. We prepare and submit all filings to probate court and provide advice and assistance regarding the collection and liquidation of assets, the payment of debts and expenses, and distributions to beneficiaries. Our guidance helps executors fulfill their duties, including correspondence with beneficiaries and next of kin. Clients appreciate that we typically prepare the decedent’s final income tax return and any tax returns required for the estate and provide information on income tax ramifications to beneficiaries.
We also assist trustees with the administration of a trust after the grantor’s death. We help the trustee carry out his or her duties, including the liquidation and distribution of assets, reporting to beneficiaries, and the preparation of tax returns.
Our office has handled over 2,800 estates since 1978; we are well-versed in estate- and trust-related tax matters. Our experience and knowledge simplify the estate administration process and provide clients with peace of mind knowing their legal matters are being handled properly.
What to bring to your first estate or trust administration meeting:
- Original Will
- Any trust documents
- Death certificate, if available
- Names and addresses for all beneficiaries and next of kin
- Asset information (please include assets with a joint owner or named beneficiary):
- Real estate information (bring deed if available and recent mortgage statement if applicable)
- Vehicle titles
- Bank account statements
- Life insurance policies/statements
- Investment account statements
- Annuity statements
- Individual stock statements and/or certificates
- Savings Bonds
- Pension information (including whether you have reported the death yet)
- Any other asset in the decedent’s name
- Information on any debts, such as mortgages, lines of credit, credit card debt, and medical bills (current utility bills and other recurring expenses are not necessary to bring unless there is a back balance owed)
- Most recent income tax return for the decedent
- Funeral bill, if available