Probate and Estate Administration
Probate and Estate Administration
When a loved one passes families often encounter uncertainty and unknowns. Grieving families can make costly errors and might encounter unpredicted conflict as the intricacies of estate administration unfold. We help manage the settling of a deceased person’s affairs, regardless of whether that person had a Will, Trust or no Estate Plans at all.
Experience and Dedication
Our experience team gathers and retitles assets, files income and inheritance taxes, addresses estate debts and manages family dynamics. We assist you in whatever role you find yourself in.
Supports various roles
If you are named in a Will as Executor, Trustee or you are an heir, we can help. We provide guidance on the steps to take and what to expect, and most importantly, insure the administration is completed correctly.
Experienced Counsel for Any Role
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Protect the Personal Representative: Compliance with fiduciary duties, locate and notify beneficiaries, providing an account, obtain all documentation and releases to distribute the estate.
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Protect the Estate: Garner all assets, identify and minimize tax liabilities, meet deadlines for all filings.
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Protect the Beneficiary or Heir: Insure your timely receipt of an inheritance.
Protect the Beneficiary or Heir
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Insure your timely receipt of an inheritance
Our Probate and Estate Administration Services
Probate with a Will
​​If you are named as the executor under the Will of a loved one who has passed, you may need to probate the Will with the Register of Wills in the appropriate County. It is important to have a legal professional review the Will and assess the estate to identify the best path forward. We provide compassionate legal advice in this complicated, emotional time to determine the assets of the estate, the debts that should (or should not) be paid, and ensure that taxes are minimized and all tax deadlines are met.
Probate without a Will - Intestate​
If a loved one has passed and no will was executed or can be located, the heirs according to the laws of Pennsylvania may petition to serve as Administrators of the estate. We can help advise and draft the proper documents for you to be appointed by the Register of Wills. Then, ensure that all the duties of this position are carried out.
Non-Probate Estates
If a loved one has passed and no assets are titled in their name alone, it may be that the Probate process can be avoided. Nevertheless, assets may need to be transferred, and taxes may be owed. We can advise the family on how to file claims and prepare tax filings to ensure deadlines are met and taxes are minimized.
Trust Administration
If a loved passed with a Revocable Living Trust, the Trustee will have duties in carrying out the terms of the trust. We can advise and draft the needed documents to accomplish the wishes of your loved one while minimizing the costs and taxes involved.